|
1
|
|
$274M
|
+$20M
|
+612,315
|
+8%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$242M
|
-$4.67M
|
-143,157
|
-2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$149M
|
+$34.4M
|
+1,052,948
|
+28%
|
|
|
4
|
Gitterman Wealth Management
Edison,
New Jersey
|
$49.4M
|
+$51.5M
|
+1,579,109
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$43.4M
|
+$522K
|
+15,998
|
+1%
|
|
|
6
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$40.9M
|
+$403K
|
+12,354
|
+1%
|
|
|
7
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$37.7M
|
+$13.2M
|
+403,984
|
+51%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$33M
|
+$8.53M
|
+261,608
|
+33%
|
|
|
9
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$32.7M
|
+$887K
|
+27,188
|
+3%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.9M
|
+$4.28M
|
+131,082
|
+17%
|
|
|
11
|
Pinnacle Associates
New York
|
$25.9M
|
–
|
–
|
–
|
|
|
12
|
Lazard Asset Management
New York
|
$23.2M
|
+$4.39M
|
+134,450
|
+28%
|
|
|
13
|
Colony Family Offices
Charlotte,
North Carolina
|
$17.6M
|
+$10.2M
|
+313,875
|
+126%
|
|
|
14
|
Auxano Advisors
Bellevue,
Washington
|
$16.9M
|
+$1.7M
|
+51,973
|
+11%
|
|
|
15
|
Verum Partners
Charlotte,
North Carolina
|
$12M
|
+$681K
|
+20,862
|
+6%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.9M
|
+$476K
|
+14,596
|
+4%
|
|
|
17
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$10.6M
|
+$457K
|
+14,018
|
+4%
|
|
|
18
|
Archer Investment Management
Austin,
Texas
|
$10M
|
-$4.65M
|
-142,678
|
-31%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$9.01M
|
+$8.76M
|
+268,504
|
+1,370%
|
|
|
20
|
SouthState Corp
Winter Haven,
Florida
|
$8.67M
|
+$9.05M
|
+277,435
|
New
|
|
|
21
|
Alpha Advisors
Richmond,
Virginia
|
$7.2M
|
+$924K
|
+28,337
|
+14%
|
|
|
22
|
Leisure Capital Management
Costa Mesa,
California
|
$7.03M
|
+$7.33M
|
+224,742
|
New
|
|
|
23
|
|
$6.52M
|
+$1.29M
|
+39,684
|
+24%
|
|
|
24
|
HB Wealth Management
Atlanta,
Georgia
|
$6.42M
|
-$2.91M
|
-89,275
|
-30%
|
|
|
25
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.63M
|
+$403K
|
+12,341
|
+7%
|
|
