|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
200 Mio. $
|
-26 Mio. $
|
-526.373
|
-11 %
|
|
|
2
|
TruWealth Advisors
Metairie,
Louisiana
|
107 Mio. $
|
+3,01 Mio. $
|
+61.094
|
+3 %
|
|
|
3
|
Bank of New York Mellon
New York
|
92,9 Mio. $
|
-4,35 Mio. $
|
-88.167
|
-4 %
|
|
|
4
|
Verus Financial Partners
Richmond,
Virginia
|
68,2 Mio. $
|
+68,3 Mio. $
|
+1.385.798
|
Neu
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
52,6 Mio. $
|
+44,7 Mio. $
|
+906.248
|
+559 %
|
|
|
6
|
Angeles Investment Advisors
Santa Monica,
California
|
37,4 Mio. $
|
-31,4 Mio. $
|
-637.835
|
-46 %
|
|
|
7
|
Pacific Center for Financial Services
San Ramon,
California
|
36,2 Mio. $
|
+2,5 Mio. $
|
+50.775
|
+7 %
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
31,1 Mio. $
|
+1,27 Mio. $
|
+25.824
|
+4 %
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
25,2 Mio. $
|
+2,57 Mio. $
|
+52.104
|
+11 %
|
|
|
10
|
WBH Advisory
Baltimore,
Maryland
|
24,8 Mio. $
|
+24 Mio. $
|
+487.812
|
+3.119 %
|
|
|
11
|
Neuberger Berman Group
New York
|
19,8 Mio. $
|
-13,2 Mio. $
|
-267.836
|
-40 %
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
19,3 Mio. $
|
-404.708 $
|
-8.209
|
-2 %
|
|
|
13
|
|
18,4 Mio. $
|
+12,8 Mio. $
|
+259.163
|
+227 %
|
|
|
14
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
17 Mio. $
|
+17 Mio. $
|
+345.620
|
Neu
|
|
|
15
|
Avion Wealth
The Woodlands,
Texas
|
15,9 Mio. $
|
+387.305 $
|
+7.856
|
+2 %
|
|
|
16
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
15,7 Mio. $
|
+7,91 Mio. $
|
+160.508
|
+101 %
|
|
|
17
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
14,5 Mio. $
|
-582.338 $
|
-11.812
|
-4 %
|
|
|
18
|
Naples Global Advisors
Naples,
Florida
|
13,1 Mio. $
|
-6,25 Mio. $
|
-126.750
|
-32 %
|
|
|
19
|
Front Barnett Associates
Chicago,
Illinois
|
13,1 Mio. $
|
-1,33 Mio. $
|
-27.038
|
-9 %
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
12,8 Mio. $
|
+12,3 Mio. $
|
+249.382
|
+2.256 %
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
11,4 Mio. $
|
+11,4 Mio. $
|
+231.900
|
Neu
|
|
|
22
|
InterOcean Capital Group
Nashville,
Tennessee
|
11,2 Mio. $
|
+7,09 Mio. $
|
+143.746
|
+171 %
|
|
|
23
|
|
10,7 Mio. $
|
+10,7 Mio. $
|
+216.945
|
Neu
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
10,6 Mio. $
|
-632.131 $
|
-12.822
|
-6 %
|
|
|
25
|
Bray Capital Advisors
Naples,
Florida
|
10,4 Mio. $
|
+10,5 Mio. $
|
+212.050
|
Neu
|
|
