|
1
|
|
$36.7M
|
+$13.8M
|
+276,315
|
+60%
|
|
|
2
|
|
$26.6M
|
+$679K
|
+13,550
|
+3%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$15.7M
|
+$654K
|
+13,056
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$181K
|
+3,603
|
+2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.4M
|
+$449K
|
+8,956
|
+5%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$8.06M
|
-$149K
|
-2,977
|
-2%
|
|
|
7
|
|
$6.03M
|
-$520K
|
-10,372
|
-8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5.95M
|
+$378K
|
+7,538
|
+7%
|
|
|
9
|
|
$4.23M
|
+$418K
|
+8,346
|
+11%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$3.66M
|
-$1.01M
|
-20,183
|
-22%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.65M
|
-$220K
|
-4,384
|
-6%
|
|
|
12
|
|
$3.41M
|
-$569K
|
-11,353
|
-14%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.08M
|
+$259K
|
+5,178
|
+9%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.67M
|
+$3.26K
|
+65
|
+0.2%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.64M
|
-$26.9K
|
-537
|
-2%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$1.38M
|
+$981K
|
+19,580
|
+241%
|
|
|
17
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.22M
|
+$128K
|
+2,559
|
+12%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$924K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$917K
|
-$21.6K
|
-431
|
-2%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$767K
|
+$98.7K
|
+1,970
|
+15%
|
|
|
21
|
Flow Traders U.S.
New York
|
$716K
|
+$720K
|
+14,374
|
New
|
|
|
22
|
Amarillo National Bank
Amarillo,
Texas
|
$708K
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$689K
|
+$169K
|
+3,366
|
+32%
|
|
|
24
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$523K
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$510K
|
-$25.4K
|
-506
|
-5%
|
|
