|
1
|
|
$26.1M
|
-$579K
|
-11,460
|
-2%
|
|
|
2
|
|
$23M
|
+$8.72M
|
+172,457
|
+60%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$15.1M
|
+$1.03M
|
+20,404
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$42K
|
+830
|
+0.4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.96M
|
-$353K
|
-6,975
|
-3%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$8.25M
|
+$37.9K
|
+750
|
+0.5%
|
|
|
7
|
|
$6.58M
|
+$6.05M
|
+119,777
|
+1,021%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5.6M
|
+$5.66M
|
+111,912
|
New
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$4.69M
|
-$423K
|
-8,375
|
-8%
|
|
|
10
|
|
$4M
|
+$2.79M
|
+55,267
|
+225%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.89M
|
-$16.6K
|
-328
|
-0.4%
|
|
|
12
|
|
$3.84M
|
+$3.87M
|
+76,611
|
New
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.84M
|
-$238K
|
-4,700
|
-8%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.68M
|
+$1.69M
|
+33,470
|
New
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.67M
|
+$507K
|
+10,034
|
+43%
|
|
|
16
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.1M
|
+$16.7K
|
+330
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$943K
|
+$81.6K
|
+1,614
|
+9%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$929K
|
+$253K
|
+5,000
|
+37%
|
|
|
19
|
Amarillo National Bank
Amarillo,
Texas
|
$711K
|
–
|
–
|
–
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$673K
|
+$268K
|
+5,310
|
+65%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$538K
|
+$4.9K
|
+97
|
+0.9%
|
|
|
22
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$525K
|
-$1M
|
-19,874
|
-65%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$524K
|
+$197K
|
+3,895
|
+59%
|
|
|
24
|
Skyline Advisors
Bellingham,
Washington
|
$429K
|
+$434K
|
+8,577
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$406K
|
+$410K
|
+8,118
|
New
|
|
