|
1
|
|
$56.1M
|
+$19.6M
|
+398,284
|
+54%
|
|
|
2
|
|
$31.8M
|
+$5.34M
|
+108,542
|
+20%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$13.2M
|
-$2.38M
|
-48,363
|
-15%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.54M
|
-$730K
|
-14,829
|
-7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.33M
|
-$1.21M
|
-24,629
|
-12%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$6.38M
|
-$1.61M
|
-32,780
|
-20%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$5.71M
|
-$191K
|
-3,883
|
-3%
|
|
|
8
|
|
$5.5M
|
-$482K
|
-9,789
|
-8%
|
|
|
9
|
|
$4.52M
|
+$324K
|
+6,576
|
+8%
|
|
|
10
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.47M
|
-$147K
|
-2,996
|
-4%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$3.14M
|
-$488K
|
-9,909
|
-13%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.78M
|
-$282K
|
-5,731
|
-9%
|
|
|
13
|
|
$2.5M
|
-$880K
|
-17,883
|
-26%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.08M
|
+$422K
|
+8,570
|
+26%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.56M
|
-$58.3K
|
-1,184
|
-4%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.2M
|
+$521K
|
+10,580
|
+76%
|
|
|
17
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.2M
|
-$17.4K
|
-353
|
-1%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$1.12M
|
-$244K
|
-4,953
|
-18%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$197K
|
+4,007
|
+22%
|
|
|
20
|
Wealth Architects
Mountain View,
California
|
$989K
|
+$72.3K
|
+1,470
|
+8%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$821K
|
+$59.6K
|
+1,211
|
+8%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$813K
|
+$562K
|
+11,417
|
+225%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$810K
|
+$807K
|
+16,400
|
New
|
|
|
24
|
Amarillo National Bank
Amarillo,
Texas
|
$702K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$696K
|
+$541K
|
+11,002
|
+357%
|
|
