|
1
|
|
$68.3M
|
+$11.2M
|
+225,859
|
+20%
|
|
|
2
|
|
$45.3M
|
+$12.8M
|
+259,287
|
+40%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.44M
|
-$257K
|
-5,205
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.03M
|
-$444K
|
-8,975
|
-5%
|
|
|
5
|
|
$6.75M
|
+$2.12M
|
+42,898
|
+47%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$6.55M
|
+$735K
|
+14,864
|
+13%
|
|
|
7
|
|
$6.33M
|
+$725K
|
+14,657
|
+13%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$5.9M
|
-$569K
|
-11,515
|
-9%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.59M
|
+$63.7K
|
+1,289
|
+2%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.52M
|
+$691K
|
+13,968
|
+25%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$3.33M
|
+$136K
|
+2,758
|
+4%
|
|
|
12
|
|
$2.79M
|
+$241K
|
+4,883
|
+10%
|
|
|
13
|
ORG Partners
Roanoke,
Indiana
|
$2.21M
|
+$2.17M
|
+43,978
|
New
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.01M
|
-$106K
|
-2,146
|
-5%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.85M
|
+$1.01M
|
+20,383
|
+124%
|
|
|
16
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.69M
|
+$102K
|
+2,068
|
+7%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.66M
|
+$435K
|
+8,793
|
+36%
|
|
|
18
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.51M
|
+$287K
|
+5,804
|
+24%
|
|
|
19
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.5M
|
+$1.48M
|
+29,933
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$1.39M
|
+$240K
|
+4,855
|
+21%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.39M
|
+$256K
|
+5,174
|
+23%
|
|
|
22
|
Wealth Architects
Mountain View,
California
|
$1.03M
|
+$25.1K
|
+508
|
+3%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$1.03M
|
+$199K
|
+4,022
|
+25%
|
|
|
24
|
|
$981K
|
+$966K
|
+19,538
|
New
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$824K
|
-$9.89K
|
-200
|
-1%
|
|
