|
1
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$102M
|
+$102M
|
+1,990,768
|
+34,365%
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
$83.4M
|
+$14.9M
|
+291,926
|
+22%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$78.2M
|
+$27.4M
|
+536,293
|
+54%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$68.9M
|
+$30.9M
|
+605,378
|
+81%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$42.6M
|
+$6.44M
|
+126,105
|
+18%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
+$1.66M
|
+32,561
|
+7%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$21.1M
|
+$4.9M
|
+95,950
|
+30%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$17.2M
|
-$286K
|
-5,596
|
-2%
|
|
|
9
|
|
$15.9M
|
+$15.9M
|
+311,025
|
New
|
|
|
10
|
Klingman & Associates
New York
|
$15.1M
|
+$2.44M
|
+47,762
|
+19%
|
|
|
11
|
Weatherly Asset Management
Del Mar,
California
|
$14.3M
|
+$3.07M
|
+60,120
|
+27%
|
|
|
12
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$13.6M
|
+$1.74M
|
+34,114
|
+15%
|
|
|
13
|
TMD Wealth Management
Scottsdale,
Arizona
|
$13.1M
|
-$294K
|
-5,762
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
-$1,000K
|
-19,589
|
-8%
|
|
|
15
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$12.1M
|
+$10.5K
|
+205
|
+0.1%
|
|
|
16
|
Covington Capital Management
Los Angeles,
California
|
$11.7M
|
+$1.62M
|
+31,770
|
+16%
|
|
|
17
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$11.6M
|
+$204K
|
+4,000
|
+2%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$11.6M
|
+$4.67M
|
+91,413
|
+67%
|
|
|
19
|
Integrated Advisors Network
Dallas,
Texas
|
$11.5M
|
+$11.5M
|
+225,879
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.2M
|
-$256K
|
-5,008
|
-2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$4.38M
|
+85,728
|
+67%
|
|
|
22
|
Americana Partners
Houston,
Texas
|
$10.9M
|
+$10.6M
|
+207,685
|
+3,797%
|
|
|
23
|
Flow Traders U.S.
New York
|
$10.1M
|
+$393K
|
+7,706
|
+4%
|
|
|
24
|
Segment Wealth Management
Houston,
Texas
|
$9.69M
|
+$2.72M
|
+53,300
|
+39%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.56M
|
-$1.46M
|
-28,613
|
-13%
|
|
