|
1
|
|
$31.4M
|
-$4.58M
|
-93,637
|
-13%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$12.5M
|
-$2.18M
|
-44,676
|
-15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$936K
|
+19,142
|
+9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.3M
|
+$903K
|
+18,460
|
+9%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$9.24M
|
-$609K
|
-12,453
|
-6%
|
|
|
6
|
|
$6.11M
|
+$4.46M
|
+91,246
|
+308%
|
|
|
7
|
First Ascent Asset Management
Denver,
Colorado
|
$4.31M
|
+$934K
|
+19,112
|
+29%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.97M
|
+$135K
|
+2,760
|
+4%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.74M
|
+$648K
|
+13,252
|
+22%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.75M
|
+$848K
|
+17,338
|
+100%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.21M
|
+$244
|
+5
|
+0%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$923K
|
+$66.8K
|
+1,367
|
+8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$919K
|
-$452K
|
-9,245
|
-34%
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$842K
|
+$86.7K
|
+1,773
|
+12%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$827K
|
-$21.6K
|
-442
|
-3%
|
|
|
16
|
Amarillo National Bank
Amarillo,
Texas
|
$718K
|
–
|
–
|
–
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$668K
|
-$9.34K
|
-191
|
-1%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$562K
|
+$544K
|
+11,122
|
New
|
|
|
19
|
|
$559K
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$523K
|
-$28.2K
|
-577
|
-5%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$408K
|
-$144K
|
-2,939
|
-27%
|
|
|
22
|
L.J. Altfest & Co
New York
|
$339K
|
–
|
–
|
–
|
|
|
23
|
Argent Trust Co
Nashville,
Tennessee
|
$338K
|
-$26.1K
|
-534
|
-7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$289K
|
-$97K
|
-1,984
|
-26%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$281K
|
+$272K
|
+5,554
|
New
|
|
