|
1
|
|
$499M
|
+$179M
|
+5,124,864
|
+59%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$299M
|
+$4.73M
|
+135,354
|
+2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$254M
|
+$7M
|
+200,508
|
+3%
|
|
|
4
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$114M
|
+$110M
|
+3,145,815
|
New
|
|
|
5
|
Gitterman Wealth Management
Edison,
New Jersey
|
$58.7M
|
-$54.8K
|
-1,570
|
-0.1%
|
|
|
6
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$53.6M
|
+$2.51M
|
+71,758
|
+5%
|
|
|
7
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$42.3M
|
+$3.25M
|
+93,000
|
+9%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$41.2M
|
+$4.73M
|
+135,405
|
+14%
|
|
|
9
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$39.7M
|
+$38.3M
|
+1,096,022
|
New
|
|
|
10
|
Brown Brothers Harriman & Co
New York
|
$34.1M
|
+$27.3M
|
+782,842
|
+494%
|
|
|
11
|
Pinnacle Associates
New York
|
$30.2M
|
+$226K
|
+6,483
|
+0.8%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$26.2M
|
+$1.24M
|
+35,482
|
+5%
|
|
|
13
|
Lazard Asset Management
New York
|
$24.9M
|
+$11.6M
|
+332,648
|
+28%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$24.3M
|
-$17.1M
|
-490,055
|
-42%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$24M
|
+$2.36M
|
+67,602
|
+11%
|
|
|
16
|
Auxano Advisors
Bellevue,
Washington
|
$21.2M
|
+$906K
|
+25,960
|
+5%
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
$16.7M
|
+$982K
|
+28,115
|
+6%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$16.3M
|
+$15.6M
|
+447,706
|
+18,296%
|
|
|
19
|
Colony Family Offices
Charlotte,
North Carolina
|
$15M
|
-$3.45M
|
-98,910
|
-19%
|
|
|
20
|
Verum Partners
Charlotte,
North Carolina
|
$14.7M
|
+$1.15M
|
+33,020
|
+9%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14.5M
|
+$417K
|
+11,929
|
+3%
|
|
|
22
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$13.5M
|
+$497K
|
+14,247
|
+4%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13.2M
|
-$168K
|
-4,804
|
-1%
|
|
|
24
|
New Republic Capital
Charlotte,
North Carolina
|
$12.1M
|
+$3.9M
|
+111,750
|
+50%
|
|
|
25
|
Alpha Advisors
Richmond,
Virginia
|
$11.1M
|
+$237K
|
+6,796
|
+2%
|
|
