|
1
|
EP Wealth Advisors
Torrance,
California
|
$88.4M
|
+$28.7M
|
+610,119
|
+49%
|
|
|
2
|
|
$66.4M
|
+$1.05M
|
+22,357
|
+2%
|
|
|
3
|
HB Wealth Management
Atlanta,
Georgia
|
$52.7M
|
-$390K
|
-8,288
|
-0.7%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
-$931K
|
-19,812
|
-3%
|
|
|
5
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$17.8M
|
+$17.6M
|
+375,075
|
New
|
|
|
6
|
5th Street Advisors
Southport,
Connecticut
|
$17.8M
|
-$2.58M
|
-54,934
|
-13%
|
|
|
7
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$14.6M
|
+$88.5K
|
+1,883
|
+0.6%
|
|
|
8
|
Bridgewealth Advisory Group
Fresno,
California
|
$14.1M
|
+$13.1M
|
+277,698
|
+1,425%
|
|
|
9
|
Roberts Wealth Advisors
Palo Alto,
California
|
$12.7M
|
+$6.39M
|
+135,923
|
+104%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$12.3M
|
-$737K
|
-15,676
|
-6%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.2M
|
-$77.9M
|
-1,657,854
|
-86%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
+$5.74M
|
+122,047
|
+101%
|
|
|
13
|
SkyOak Wealth
Southfield,
Michigan
|
$10.8M
|
+$544K
|
+11,567
|
+5%
|
|
|
14
|
|
$10.3M
|
+$7.01M
|
+149,111
|
+221%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.91M
|
+$2.63M
|
+55,910
|
+42%
|
|
|
16
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.91M
|
+$7.84M
|
+166,761
|
New
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$6.72M
|
-$145K
|
-3,074
|
-2%
|
|
|
18
|
TD Capital Management
Memphis,
Tennessee
|
$6.5M
|
+$986K
|
+20,977
|
+18%
|
|
|
19
|
|
$5.88M
|
+$5.83M
|
+124,032
|
New
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$5.65M
|
+$446K
|
+9,486
|
+9%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.29M
|
+$5.25M
|
+111,557
|
New
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.34M
|
-$58.6K
|
-1,246
|
-1%
|
|
|
23
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.03M
|
+$3.99M
|
+84,916
|
New
|
|
|
24
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.24M
|
-$34.7K
|
-739
|
-1%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.07M
|
-$24K
|
-510
|
-0.8%
|
|
