|
1
|
|
$84.5M
|
+$5.14M
|
+101,713
|
+6%
|
|
|
2
|
|
$46.3M
|
+$1.79M
|
+35,371
|
+4%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$20.1M
|
+$1.24M
|
+24,599
|
+6%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$919K
|
+18,179
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.81M
|
+$458K
|
+9,058
|
+5%
|
|
|
6
|
|
$8.5M
|
+$1.01M
|
+20,027
|
+13%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$7.72M
|
+$627K
|
+12,412
|
+9%
|
|
|
8
|
|
$7.36M
|
+$460K
|
+9,108
|
+7%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$5.35M
|
-$110K
|
-2,170
|
-2%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.36M
|
+$121K
|
+2,396
|
+3%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$4.3M
|
+$2.72M
|
+53,865
|
+166%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.25M
|
+$821K
|
+16,239
|
+23%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.03M
|
-$171K
|
-3,383
|
-5%
|
|
|
14
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.44M
|
+$2.48M
|
+48,969
|
New
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$2.37M
|
-$222K
|
-4,386
|
-8%
|
|
|
16
|
|
$2.37M
|
-$134K
|
-2,652
|
-5%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.24M
|
+$360K
|
+7,123
|
+19%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.2M
|
+$169K
|
+3,348
|
+8%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2M
|
+$3.34K
|
+66
|
+0.2%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.9M
|
-$137K
|
-2,707
|
-7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.68M
|
+$75.2K
|
+1,488
|
+5%
|
|
|
22
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.61M
|
+$52.1K
|
+1,030
|
+3%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
+$1.55M
|
+30,719
|
New
|
|
|
24
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.37M
|
-$121K
|
-2,401
|
-8%
|
|
|
25
|
Fairway Wealth
Independence,
Ohio
|
$1.21M
|
+$254K
|
+5,027
|
+26%
|
|
