|
1
|
|
$530M
|
–
|
–
|
–
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$319M
|
+$752K
|
+20,006
|
+0.2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$288M
|
+$17.7M
|
+470,500
|
+7%
|
|
|
4
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$134M
|
+$13.1M
|
+347,969
|
+11%
|
|
|
5
|
Lazard Asset Management
New York
|
$96.2M
|
+$37.1M
|
+986,402
|
+65%
|
|
|
6
|
Brown Brothers Harriman & Co
New York
|
$86.2M
|
+$48.9M
|
+1,299,496
|
+138%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$72.6M
|
+$28.2M
|
+748,613
|
+66%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$63.6M
|
+$62.2M
|
+1,652,954
|
New
|
|
|
9
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$61.1M
|
+$4.16M
|
+110,606
|
+7%
|
|
|
10
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$53.1M
|
+$8.02M
|
+213,284
|
+18%
|
|
|
11
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$42.2M
|
–
|
–
|
–
|
|
|
12
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$36.6M
|
+$35.8M
|
+951,420
|
New
|
|
|
13
|
Pinnacle Associates
New York
|
$32.2M
|
+$121K
|
+3,215
|
+0.4%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$31.2M
|
+$3.27M
|
+86,987
|
+12%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.2M
|
+$23.9M
|
+636,315
|
+513%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$27.4M
|
+$1.6M
|
+42,591
|
+6%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$26.8M
|
+$1.31M
|
+34,762
|
+5%
|
|
|
18
|
Prodigy Asset Management
Omaha,
Nebraska
|
$24.8M
|
+$20.4M
|
+542,866
|
+534%
|
|
|
19
|
Auxano Advisors
Bellevue,
Washington
|
$23.5M
|
+$906K
|
+24,092
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$23.3M
|
+$16.4M
|
+435,615
|
+255%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$23.3M
|
+$5.82M
|
+154,897
|
+34%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$19.3M
|
+$1.45M
|
+38,656
|
+8%
|
|
|
23
|
Colony Family Offices
Charlotte,
North Carolina
|
$17.4M
|
+$1.45M
|
+38,587
|
+9%
|
|
|
24
|
Verum Partners
Charlotte,
North Carolina
|
$16.3M
|
+$632K
|
+16,816
|
+4%
|
|
|
25
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$16.2M
|
+$739K
|
+19,655
|
+5%
|
|
