|
1
|
|
$80.4M
|
+$11.9M
|
+235,384
|
+17%
|
|
|
2
|
|
$45.2M
|
-$244K
|
-4,837
|
-0.5%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$19.1M
|
+$19.1M
|
+379,716
|
New
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.6M
|
+$1.14M
|
+22,519
|
+12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.48M
|
+$423K
|
+8,386
|
+5%
|
|
|
6
|
|
$7.51M
|
+$736K
|
+14,605
|
+11%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$7.19M
|
+$619K
|
+12,281
|
+9%
|
|
|
8
|
|
$7M
|
+$649K
|
+12,874
|
+10%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$5.52M
|
-$397K
|
-7,870
|
-7%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.29M
|
+$4.3M
|
+85,218
|
New
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.48M
|
-$48K
|
-952
|
-1%
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.24M
|
-$360K
|
-7,135
|
-10%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$2.62M
|
-$717K
|
-14,220
|
-21%
|
|
|
14
|
|
$2.54M
|
-$261K
|
-5,175
|
-9%
|
|
|
15
|
|
$2.34M
|
+$1.36M
|
+26,943
|
+138%
|
|
|
16
|
ORG Partners
Roanoke,
Indiana
|
$2.22M
|
–
|
–
|
–
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.07M
|
+$393K
|
+7,802
|
+23%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.06M
|
+$197K
|
+3,898
|
+11%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.02M
|
+$4.29K
|
+85
|
+0.2%
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.91M
|
+$214K
|
+4,242
|
+13%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$1.64M
|
+$249K
|
+4,942
|
+18%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$238K
|
+4,713
|
+17%
|
|
|
23
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.58M
|
+$70.1K
|
+1,390
|
+5%
|
|
|
24
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.51M
|
-$2.42K
|
-48
|
-0.2%
|
|
|
25
|
Wealth Architects
Mountain View,
California
|
$1.03M
|
–
|
–
|
–
|
|
