|
1
|
|
$297M
|
-$3.11M
|
-98,151
|
-1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$279M
|
+$5.49M
|
+172,950
|
+2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$234M
|
+$65.6M
|
+2,068,669
|
+44%
|
|
|
4
|
Gitterman Wealth Management
Edison,
New Jersey
|
$55.7M
|
+$1.45M
|
+45,803
|
+3%
|
|
|
5
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$47.8M
|
+$6.42M
|
+202,488
|
+17%
|
|
|
6
|
Lazard Asset Management
New York
|
$40.5M
|
+$17.9M
|
+564,093
|
+91%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$39.8M
|
+$3.36M
|
+105,834
|
+10%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$36.8M
|
+$874K
|
+27,566
|
+3%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.4M
|
+$3.53M
|
+111,357
|
+12%
|
|
|
10
|
Pinnacle Associates
New York
|
$28.4M
|
+$9.52K
|
+300
|
+0%
|
|
|
11
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$23.6M
|
-$19.7M
|
-621,148
|
-47%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$20.4M
|
+$9.74M
|
+307,064
|
+107%
|
|
|
13
|
Auxano Advisors
Bellevue,
Washington
|
$19.2M
|
+$670K
|
+21,136
|
+4%
|
|
|
14
|
Colony Family Offices
Charlotte,
North Carolina
|
$17.5M
|
-$1.64M
|
-51,813
|
-9%
|
|
|
15
|
HB Wealth Management
Atlanta,
Georgia
|
$14.9M
|
+$7.26M
|
+228,819
|
+111%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$13.3M
|
+$12.3M
|
+389,209
|
New
|
|
|
17
|
Verum Partners
Charlotte,
North Carolina
|
$12.8M
|
-$330K
|
-10,411
|
-3%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$12.6M
|
+$640K
|
+20,178
|
+6%
|
|
|
19
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$12.3M
|
+$660K
|
+20,798
|
+6%
|
|
|
20
|
Alpha Advisors
Richmond,
Virginia
|
$10.3M
|
+$2.22M
|
+69,914
|
+30%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.94M
|
+$8.47M
|
+267,115
|
+1,165%
|
|
|
22
|
SouthState Corp
Winter Haven,
Florida
|
$9.23M
|
-$257K
|
-8,101
|
-3%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
$8.98M
|
+$8.24M
|
+259,884
|
New
|
|
|
24
|
Leisure Capital Management
Costa Mesa,
California
|
$8.04M
|
+$313K
|
+9,880
|
+4%
|
|
|
25
|
Archer Investment Management
Austin,
Texas
|
$7.86M
|
-$2.89M
|
-91,189
|
-28%
|
|
