|
1
|
|
$141M
|
+$6.58M
|
+65,983
|
+5%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$129M
|
+$41.7M
|
+418,198
|
+48%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$71.7M
|
+$8.39M
|
+84,137
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$57.5M
|
-$1.13M
|
-11,373
|
-2%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$47.2M
|
+$5.2M
|
+52,076
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$41.7M
|
+$5.92M
|
+59,333
|
+17%
|
|
|
7
|
|
$37.6M
|
+$37.3M
|
+373,471
|
+16,049%
|
|
|
8
|
L.J. Altfest & Co
New York
|
$36.9M
|
+$26.4M
|
+264,295
|
+253%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$26M
|
+$7.52M
|
+75,394
|
+41%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$25.1M
|
-$18.9M
|
-189,548
|
-43%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$24.2M
|
+$1.77M
|
+17,728
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
+$9.38M
|
+94,051
|
+67%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
$16.3M
|
+$2.01M
|
+20,101
|
+14%
|
|
|
14
|
James Investment Research
Alpha,
Ohio
|
$12.8M
|
+$4.85M
|
+48,630
|
+62%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11.6M
|
+$11.5M
|
+115,524
|
New
|
|
|
16
|
Barber Financial Group
Lenexa,
Kansas
|
$9.96M
|
+$9.93M
|
+99,488
|
New
|
|
|
17
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$9.85M
|
+$390K
|
+3,904
|
+4%
|
|
|
18
|
|
$9.79M
|
-$31.5K
|
-316
|
-0.3%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$9.3M
|
+$339K
|
+3,398
|
+4%
|
|
|
20
|
BBVA USA Bancshares
Houston,
Texas
|
$8.5M
|
+$8.47M
|
+84,866
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$8.44M
|
+$3.63M
|
+36,361
|
+76%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.34M
|
-$133K
|
-1,329
|
-2%
|
|
|
23
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$8.11M
|
+$8.1M
|
+81,152
|
New
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$7.42M
|
+$72.9K
|
+731
|
+1%
|
|
|
25
|
CPWM LLC
Seattle,
Washington
|
$7.08M
|
-$635K
|
-6,364
|
-8%
|
|
