|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$84.3M
|
+$30.8M
|
+591,217
|
+58%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$54.3M
|
+$38.8M
|
+744,823
|
+255%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$41.8M
|
+$8.56M
|
+164,285
|
+26%
|
|
|
4
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$40.2M
|
+$40M
|
+768,662
|
New
|
|
|
5
|
|
$38.2M
|
+$22.4M
|
+430,317
|
+144%
|
|
|
6
|
Financial Enhancement Group
Anderson,
Indiana
|
$24.5M
|
-$748K
|
-14,356
|
-3%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$23.8M
|
–
|
–
|
–
|
|
|
8
|
Atwood & Palmer
Kansas City,
Missouri
|
$23.5M
|
+$4.66M
|
+89,397
|
+25%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$19.6M
|
-$2.66M
|
-51,086
|
-12%
|
|
|
10
|
Flaharty Asset Management
Clearwater,
Florida
|
$18.5M
|
+$1.59M
|
+30,533
|
+9%
|
|
|
11
|
Guardian Financial Partners
Orange,
California
|
$15.5M
|
+$15.4M
|
+295,433
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
+$4.31M
|
+82,767
|
+44%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$7.63M
|
+146,536
|
+132%
|
|
|
14
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$13.3M
|
+$986K
|
+18,924
|
+8%
|
|
|
15
|
Kensington Asset Management
Austin,
Texas
|
$11.3M
|
+$11.2M
|
+215,100
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$737K
|
+14,143
|
+7%
|
|
|
17
|
|
$10.5M
|
+$10.1M
|
+194,177
|
+2,946%
|
|
|
18
|
EPIQ Partners
Minneapolis,
Minnesota
|
$9.5M
|
+$884K
|
+16,963
|
+10%
|
|
|
19
|
Crumly & Associates
Springfield,
Illinois
|
$9.28M
|
+$9.23M
|
+177,261
|
New
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$8.51M
|
+$1.6M
|
+30,807
|
+23%
|
|
|
21
|
Buck Wealth Strategies
Denver,
Colorado
|
$8.5M
|
+$8.46M
|
+162,365
|
New
|
|
|
22
|
Pine Valley Investments
Marlton,
New Jersey
|
$7.37M
|
+$2.28M
|
+43,838
|
+45%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$6.75M
|
+$128K
|
+2,461
|
+2%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$6.26M
|
+$1.12M
|
+21,531
|
+22%
|
|
|
25
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$5.88M
|
+$5.85M
|
+112,233
|
New
|
|
