|
1
|
|
$631M
|
+$54.8M
|
+1,366,161
|
+10%
|
|
|
2
|
Brown Brothers Harriman & Co
New York
|
$434M
|
+$93.9M
|
+2,340,036
|
+29%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$352M
|
+$18.9M
|
+471,716
|
+6%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$271M
|
+$31.9M
|
+796,001
|
+13%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$254M
|
-$87.3M
|
-2,177,852
|
-26%
|
|
|
6
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$160M
|
+$110M
|
+2,751,690
|
+251%
|
|
|
7
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$143M
|
-$3.94M
|
-98,267
|
-3%
|
|
|
8
|
Lazard Asset Management
New York
|
$120M
|
+$11.6M
|
+288,773
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$106M
|
+$75.5M
|
+1,882,288
|
+283%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$103M
|
+$11.4M
|
+284,649
|
+13%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
$83.4M
|
+$38.6M
|
+962,195
|
+92%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$82.1M
|
+$8.1M
|
+201,927
|
+11%
|
|
|
13
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$75.4M
|
+$6.89M
|
+171,795
|
+11%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$73.7M
|
+$1.33M
|
+33,274
|
+2%
|
|
|
15
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$71.2M
|
-$710K
|
-17,709
|
-1%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$70.9M
|
+$10.2M
|
+254,529
|
+18%
|
|
|
17
|
Prodigy Asset Management
Omaha,
Nebraska
|
$51.4M
|
+$11M
|
+273,297
|
+28%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$43M
|
+$24.6M
|
+612,944
|
+146%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$40.4M
|
+$1.52M
|
+37,943
|
+4%
|
|
|
20
|
Auxano Advisors
Bellevue,
Washington
|
$39.6M
|
-$100K
|
-2,499
|
-0.3%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$33.7M
|
-$486K
|
-12,119
|
-1%
|
|
|
22
|
Pinnacle Associates
New York
|
$33.5M
|
-$180K
|
-4,485
|
-0.6%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$26.3M
|
-$4.56M
|
-113,577
|
-15%
|
|
|
24
|
New Republic Capital
Charlotte,
North Carolina
|
$22.4M
|
+$1.25M
|
+31,061
|
+6%
|
|
|
25
|
Colony Family Offices
Charlotte,
North Carolina
|
$21.3M
|
+$1.01M
|
+25,190
|
+5%
|
|
