|
1
|
|
$26.7M
|
-$348K
|
-6,954
|
-1%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$13.3M
|
+$344K
|
+6,872
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$89.2K
|
+1,783
|
+0.9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.4M
|
+$70.5K
|
+1,409
|
+0.7%
|
|
|
5
|
|
$8.79M
|
+$8.75M
|
+174,732
|
New
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$8.35M
|
-$310K
|
-6,199
|
-4%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$4.75M
|
+$57.9K
|
+1,157
|
+1%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.31M
|
+$204K
|
+4,074
|
+5%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.93M
|
+$56.3K
|
+1,125
|
+1%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.02M
|
-$43.9K
|
-877
|
-1%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.68M
|
+$165K
|
+3,289
|
+11%
|
|
|
12
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.16M
|
+$7.56K
|
+151
|
+0.7%
|
|
|
13
|
Flow Traders U.S.
New York
|
$1.03M
|
-$93.2K
|
-1,862
|
-8%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
-$1.38M
|
-27,662
|
-58%
|
|
|
15
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$957K
|
+$29.1K
|
+582
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$926K
|
-$38K
|
-760
|
-4%
|
|
|
17
|
Amarillo National Bank
Amarillo,
Texas
|
$714K
|
–
|
–
|
–
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$681K
|
+$121K
|
+2,426
|
+22%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$635K
|
-$4.71K
|
-94
|
-0.7%
|
|
|
20
|
|
$556K
|
–
|
–
|
–
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$530K
|
+$4.86K
|
+97
|
+0.9%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$406K
|
–
|
–
|
–
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$403K
|
–
|
–
|
–
|
|
|
24
|
L.J. Altfest & Co
New York
|
$283K
|
-$53.9K
|
-1,077
|
-16%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$261K
|
+$69.6K
|
+1,390
|
+37%
|
|
