|
1
|
Allworth Financial
Folsom,
California
|
$268M
|
+$12.9M
|
+398,031
|
+5%
|
|
|
2
|
|
$260M
|
+$79.2M
|
+2,437,397
|
+43%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$118M
|
+$120M
|
+3,701,955
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$43.9M
|
-$1.01M
|
-31,092
|
-2%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$41.5M
|
-$72M
|
-2,216,032
|
-63%
|
|
|
6
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$32.6M
|
+$1.36M
|
+41,697
|
+4%
|
|
|
7
|
Pinnacle Associates
New York
|
$26.5M
|
+$26.9M
|
+828,257
|
New
|
|
|
8
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$25.5M
|
+$10.8M
|
+332,360
|
+71%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$25.4M
|
+$25.8M
|
+793,050
|
New
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.3M
|
+$24.7M
|
+760,292
|
New
|
|
|
11
|
Auxano Advisors
Bellevue,
Washington
|
$15.6M
|
+$2.88M
|
+88,565
|
+22%
|
|
|
12
|
Lazard Asset Management
New York
|
$15.5M
|
+$1.21M
|
+37,331
|
+8%
|
|
|
13
|
Archer Investment Management
Austin,
Texas
|
$14.8M
|
+$15.1M
|
+463,217
|
New
|
|
|
14
|
Verum Partners
Charlotte,
North Carolina
|
$11.6M
|
+$591K
|
+18,169
|
+5%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.7M
|
-$345K
|
-10,622
|
-3%
|
|
|
16
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$10.4M
|
+$91.8K
|
+2,823
|
+0.9%
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
$9.43M
|
+$4.52M
|
+138,924
|
+89%
|
|
|
18
|
Colony Family Offices
Charlotte,
North Carolina
|
$7.98M
|
+$982K
|
+30,223
|
+14%
|
|
|
19
|
LGL Partners
Philadelphia,
Pennsylvania
|
$7.94M
|
+$515K
|
+15,849
|
+7%
|
|
|
20
|
Alpha Advisors
Richmond,
Virginia
|
$6.46M
|
+$6.57M
|
+202,127
|
New
|
|
|
21
|
|
$5.4M
|
+$1.01M
|
+30,961
|
+22%
|
|
|
22
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.36M
|
+$1.35M
|
+41,408
|
+33%
|
|
|
23
|
Tempus Wealth Planning
Irvine,
California
|
$4.92M
|
+$5M
|
+153,900
|
New
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$4.18M
|
-$63.6K
|
-1,956
|
-1%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.11M
|
-$1.78M
|
-54,645
|
-30%
|
|
