|
1
|
Homrich & Berg
Atlanta,
Georgia
|
$95.7M
|
+$12.3M
|
+240,342
|
+15%
|
|
|
2
|
TownSquare Capital
Provo,
Utah
|
$86.1M
|
+$7.87M
|
+154,200
|
+10%
|
|
|
3
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$64.4M
|
-$37.6M
|
-735,781
|
-37%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$45.4M
|
-$23.5M
|
-460,017
|
-34%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$44M
|
+$1.35M
|
+26,440
|
+3%
|
|
|
6
|
Auxano Advisors
Bellevue,
Washington
|
$40.8M
|
+$37.7M
|
+738,706
|
+1,221%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
+$5.24M
|
+102,552
|
+22%
|
|
|
8
|
|
$25.9M
|
+$10.1M
|
+197,242
|
+63%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.9M
|
+$20M
|
+391,282
|
+674%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$21.6M
|
+$516K
|
+10,104
|
+2%
|
|
|
11
|
Covington Capital Management
Los Angeles,
California
|
$20.2M
|
+$8.53M
|
+167,042
|
+73%
|
|
|
12
|
Bailard
Foster City,
California
|
$19.2M
|
+$18.9M
|
+369,553
|
+5,549%
|
|
|
13
|
Americana Partners
Houston,
Texas
|
$18.6M
|
+$8.3M
|
+162,605
|
+76%
|
|
|
14
|
Klingman & Associates
New York
|
$18.5M
|
+$3.37M
|
+65,925
|
+22%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
+$5.85M
|
+114,532
|
+54%
|
|
|
16
|
Transform Wealth
Greenwood Village,
Colorado
|
$16.6M
|
+$11.5M
|
+224,476
|
+222%
|
|
|
17
|
Weatherly Asset Management
Del Mar,
California
|
$16.6M
|
+$2.27M
|
+44,486
|
+16%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$15.2M
|
-$2.01M
|
-39,290
|
-12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$2.64M
|
+51,634
|
+21%
|
|
|
20
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$13.6M
|
+$1.51M
|
+29,628
|
+13%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$12.6M
|
+$12.6M
|
+246,848
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$560K
|
+10,971
|
+5%
|
|
|
23
|
TMD Wealth Management
Scottsdale,
Arizona
|
$11.5M
|
-$1.56M
|
-30,550
|
-12%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$11.5M
|
-$2.17M
|
-42,438
|
-16%
|
|
|
25
|
Segment Wealth Management
Houston,
Texas
|
$11.4M
|
+$1.76M
|
+34,450
|
+18%
|
|
