|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$120M
|
+$34.8M
|
+670,006
|
+42%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$52.5M
|
-$1.73M
|
-33,310
|
-3%
|
|
|
3
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$42.4M
|
+$1.97M
|
+37,940
|
+5%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$42M
|
-$68.1K
|
-1,310
|
-0.2%
|
|
|
5
|
Atwood & Palmer
Kansas City,
Missouri
|
$34.1M
|
+$10.4M
|
+199,553
|
+44%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$25M
|
+$10.6M
|
+204,457
|
+76%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$24.5M
|
-$274K
|
-5,261
|
-1%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$24M
|
–
|
–
|
–
|
|
|
9
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$23M
|
+$22.7M
|
+437,176
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.5M
|
+$9.41M
|
+181,050
|
+87%
|
|
|
11
|
Kensington Asset Management
Austin,
Texas
|
$19.7M
|
+$8.32M
|
+160,015
|
+74%
|
|
|
12
|
Flaharty Asset Management
Clearwater,
Florida
|
$19.2M
|
+$543K
|
+10,448
|
+3%
|
|
|
13
|
Nottingham Advisors
Amherst,
New York
|
$18.4M
|
-$1.27M
|
-24,446
|
-7%
|
|
|
14
|
Guardian Financial Partners
Orange,
California
|
$16.6M
|
+$1.08M
|
+20,718
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$1.5M
|
+28,764
|
+11%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.8M
|
+$14.2M
|
+272,392
|
+2,849%
|
|
|
17
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$13.9M
|
+$523K
|
+10,065
|
+4%
|
|
|
18
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$12.8M
|
+$12.6M
|
+243,234
|
New
|
|
|
19
|
Crumly & Associates
Springfield,
Illinois
|
$10.3M
|
+$936K
|
+18,007
|
+10%
|
|
|
20
|
EPIQ Partners
Minneapolis,
Minnesota
|
$10M
|
+$482K
|
+9,264
|
+5%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$9.99M
|
+$1.42M
|
+27,309
|
+17%
|
|
|
22
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$8.7M
|
+$5.16M
|
+99,224
|
+150%
|
|
|
23
|
Buck Wealth Strategies
Denver,
Colorado
|
$8.62M
|
+$74.9K
|
+1,440
|
+0.9%
|
|
|
24
|
Janus Henderson Group
London,
|
$8.09M
|
+$8M
|
+153,794
|
New
|
|
|
25
|
Pine Valley Investments
Marlton,
New Jersey
|
$7.86M
|
+$453K
|
+8,706
|
+6%
|
|
