|
1
|
|
$27.1M
|
-$4.17M
|
-82,856
|
-13%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$13M
|
+$601K
|
+11,926
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$789K
|
-15,661
|
-7%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.4M
|
-$910K
|
-18,076
|
-8%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$8.68M
|
-$535K
|
-10,614
|
-6%
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$4.71M
|
+$4.7M
|
+93,394
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.12M
|
+$4.11M
|
+81,674
|
New
|
|
|
8
|
|
$3.89M
|
-$2.2M
|
-43,580
|
-36%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.88M
|
+$154K
|
+3,061
|
+4%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.07M
|
-$890K
|
-17,671
|
-22%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.4M
|
+$652K
|
+12,949
|
+37%
|
|
|
12
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.51M
|
+$308K
|
+6,105
|
+25%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.15M
|
+$314K
|
+6,225
|
+37%
|
|
|
14
|
Flow Traders U.S.
New York
|
$1.13M
|
+$1.13M
|
+22,439
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$966K
|
+$45.8K
|
+909
|
+5%
|
|
|
16
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$929K
|
+$929K
|
+18,446
|
New
|
|
|
17
|
Amarillo National Bank
Amarillo,
Texas
|
$716K
|
–
|
–
|
–
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$645K
|
-$20.8K
|
-413
|
-3%
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
$560K
|
–
|
–
|
–
|
|
|
20
|
|
$558K
|
–
|
–
|
–
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$527K
|
+$4.63K
|
+92
|
+0.9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$434K
|
-$482K
|
-9,568
|
-53%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$406K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$403K
|
+$403K
|
+8,007
|
New
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$383K
|
-$442K
|
-8,781
|
-54%
|
|
