|
1
|
TownSquare Capital
Provo,
Utah
|
$97.4M
|
+$11.2M
|
+219,867
|
+13%
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
$96.5M
|
+$764K
|
+14,949
|
+0.8%
|
|
|
3
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$68.2M
|
+$3.82M
|
+74,851
|
+6%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$59M
|
+$13.5M
|
+265,256
|
+30%
|
|
|
5
|
Auxano Advisors
Bellevue,
Washington
|
$43.4M
|
+$2.56M
|
+50,030
|
+6%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$42.5M
|
-$1.55M
|
-30,400
|
-4%
|
|
|
7
|
Venturi Wealth Management
Austin,
Texas
|
$37.1M
|
+$37.1M
|
+725,435
|
New
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.4M
|
+$5.44M
|
+106,510
|
+24%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
-$1.47M
|
-28,865
|
-5%
|
|
|
10
|
Covington Capital Management
Los Angeles,
California
|
$25M
|
+$4.83M
|
+94,655
|
+24%
|
|
|
11
|
Klingman & Associates
New York
|
$24.8M
|
+$6.25M
|
+122,435
|
+34%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$23M
|
+$1.35M
|
+26,398
|
+6%
|
|
|
13
|
Bailard
Foster City,
California
|
$22.1M
|
+$2.84M
|
+55,544
|
+15%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$20.2M
|
+$3.54M
|
+69,287
|
+21%
|
|
|
15
|
Transform Wealth
Greenwood Village,
Colorado
|
$18.8M
|
+$2.2M
|
+42,997
|
+13%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$18.7M
|
+$15.4M
|
+301,840
|
+472%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$18.5M
|
+$1.73M
|
+33,788
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$16.9M
|
+$1.94M
|
+38,052
|
+13%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$16.1M
|
+$3.47M
|
+68,023
|
+28%
|
|
|
20
|
Americana Partners
Houston,
Texas
|
$16M
|
-$3.21M
|
-62,801
|
-17%
|
|
|
21
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$15M
|
+$1.44M
|
+28,255
|
+11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$3.4M
|
+66,623
|
+33%
|
|
|
23
|
|
$13.8M
|
-$12.2M
|
-238,804
|
-47%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$13.7M
|
+$10.9M
|
+212,658
|
+401%
|
|
|
25
|
Slow Capital
Greenbrae,
California
|
$13.2M
|
+$4.69M
|
+91,755
|
+55%
|
|
