|
1
|
|
$499M
|
–
|
–
|
–
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$299M
|
-$421K
|
-10,971
|
-0.1%
|
|
|
3
|
Brown Brothers Harriman & Co
New York
|
$293M
|
+$224M
|
+5,848,501
|
+261%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$289M
|
+$18.5M
|
+482,948
|
+6%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$214M
|
+$207M
|
+5,404,269
|
+1,079%
|
|
|
6
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$128M
|
+$1.38M
|
+35,950
|
+1%
|
|
|
7
|
Lazard Asset Management
New York
|
$94M
|
+$3.69M
|
+96,253
|
+4%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$79.5M
|
+$12M
|
+311,656
|
+17%
|
|
|
9
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$64M
|
+$14.9M
|
+388,420
|
+28%
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$62.9M
|
+$3.27M
|
+85,374
|
+5%
|
|
|
11
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$62.5M
|
+$29.7M
|
+774,133
|
+81%
|
|
|
12
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$59.3M
|
+$1.84M
|
+47,974
|
+3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$52.4M
|
+$48.4M
|
+1,262,902
|
+680%
|
|
|
14
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$39.7M
|
–
|
–
|
–
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$38.1M
|
+$39.6M
|
+1,031,906
|
+11,963%
|
|
|
16
|
Prodigy Asset Management
Omaha,
Nebraska
|
$34.8M
|
+$12.1M
|
+316,665
|
+49%
|
|
|
17
|
Auxano Advisors
Bellevue,
Washington
|
$34.5M
|
+$13.1M
|
+342,424
|
+56%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$33.7M
|
+$8.4M
|
+218,970
|
+31%
|
|
|
19
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$32.4M
|
+$3.28M
|
+85,642
|
+11%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$29.7M
|
+$8.28M
|
+215,930
|
+36%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$29.5M
|
+$31.3M
|
+815,764
|
New
|
|
|
22
|
Pinnacle Associates
New York
|
$29.3M
|
-$1.07M
|
-27,948
|
-3%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$27M
|
+$1.87M
|
+48,659
|
+7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$24M
|
+$2.23M
|
+58,059
|
+10%
|
|
|
25
|
New Republic Capital
Charlotte,
North Carolina
|
$18.3M
|
+$3.59M
|
+93,681
|
+23%
|
|
