|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$134M
|
+$75.1M
|
+1,470,649
|
+127%
|
|
|
2
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$121M
|
+$52.6M
|
+1,029,923
|
+77%
|
|
|
3
|
HB Wealth Management
Atlanta,
Georgia
|
$84.5M
|
+$84.5M
|
+1,655,135
|
New
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$56.2M
|
+$13.7M
|
+268,781
|
+32%
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$36M
|
-$61.3M
|
-1,201,551
|
-63%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$35.1M
|
-$1.92M
|
-37,602
|
-5%
|
|
|
7
|
Covington Capital Management
Los Angeles,
California
|
$29.9M
|
+$4.87M
|
+95,485
|
+19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$28.5M
|
+$710K
|
+13,919
|
+3%
|
|
|
9
|
Klingman & Associates
New York
|
$27.7M
|
+$2.94M
|
+57,535
|
+12%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.6M
|
-$789K
|
-15,456
|
-3%
|
|
|
11
|
Bridgewater Advisors
New York
|
$26.2M
|
+$19.1M
|
+374,591
|
+269%
|
|
|
12
|
Weatherly Asset Management
Del Mar,
California
|
$24.3M
|
+$4.17M
|
+81,604
|
+21%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$23.3M
|
+$378K
|
+7,407
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$5.38M
|
+105,478
|
+32%
|
|
|
15
|
Bailard
Foster City,
California
|
$22.1M
|
+$22.7K
|
+445
|
+0.1%
|
|
|
16
|
Transform Wealth
Greenwood Village,
Colorado
|
$19.6M
|
+$820K
|
+16,074
|
+4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$19.5M
|
+$991K
|
+19,423
|
+5%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$18.6M
|
-$107K
|
-2,087
|
-0.6%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$16M
|
-$110K
|
-2,160
|
-0.7%
|
|
|
20
|
Slow Capital
Greenbrae,
California
|
$14.4M
|
+$1.26M
|
+24,711
|
+10%
|
|
|
21
|
Americana Partners
Houston,
Texas
|
$14.2M
|
-$1.8M
|
-35,221
|
-11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$256K
|
-5,013
|
-2%
|
|
|
23
|
Appleton Partners
Boston,
Massachusetts
|
$12.8M
|
+$856K
|
+16,761
|
+7%
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$12.6M
|
+$3.92M
|
+76,869
|
+45%
|
|
|
25
|
Dowling & Yahnke
San Diego,
California
|
$12.4M
|
+$7.26M
|
+142,238
|
+140%
|
|
