|
1
|
|
$188M
|
+$52.4M
|
+848,568
|
+43%
|
|
|
2
|
Stack Financial Management
Whitefish,
Montana
|
$174M
|
-$115K
|
-1,866
|
-0.1%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$106M
|
+$58.8M
|
+952,643
|
+145%
|
|
|
4
|
Forward Management
San Francisco,
California
|
$89.9M
|
+$83.8M
|
+1,357,000
|
+28,940%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$73M
|
+$33.1M
|
+535,592
|
+94%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$38.6M
|
+$3.43M
|
+55,593
|
+11%
|
|
|
7
|
Oxbow Advisors
Austin,
Texas
|
$29.2M
|
+$101K
|
+1,642
|
+0.4%
|
|
|
8
|
Kaydan Wealth Management
Fenton,
Michigan
|
$29.1M
|
+$27.2M
|
+440,933
|
New
|
|
|
9
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$28.9M
|
-$265K
|
-4,285
|
-1%
|
|
|
10
|
Mirador Capital Partners
Pleasanton,
California
|
$27.2M
|
-$94.7K
|
-1,534
|
-0.4%
|
|
|
11
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$16.3M
|
+$2.15M
|
+34,767
|
+16%
|
|
|
12
|
Rothschild Capital Partners
New York
|
$15.5M
|
+$9.99M
|
+161,896
|
+224%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.8M
|
+$8.68M
|
+140,629
|
+167%
|
|
|
14
|
InterOcean Capital Group
Nashville,
Tennessee
|
$14.1M
|
+$1.82M
|
+29,491
|
+16%
|
|
|
15
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$13.9M
|
+$13.2M
|
+213,453
|
New
|
|
|
16
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$13.3M
|
+$12.5M
|
+201,843
|
New
|
|
|
17
|
TTP Investments
San Jose,
California
|
$12.8M
|
+$12M
|
+193,998
|
New
|
|
|
18
|
Telemus Capital
Southfield,
Michigan
|
$12.8M
|
+$2.49M
|
+40,336
|
+26%
|
|
|
19
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$12.5M
|
+$11.7M
|
+188,795
|
New
|
|
|
20
|
Retirement Capital Strategies
San Jose,
California
|
$11.6M
|
+$10.9M
|
+176,484
|
New
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.5M
|
+$3.53M
|
+57,193
|
+49%
|
|
|
22
|
Greenhaven Associates
Purchase,
New York
|
$11.5M
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$3.01M
|
+48,744
|
+39%
|
|
|
24
|
First National Corp
Rockland,
Massachusetts
|
$11.2M
|
+$5.89M
|
+95,440
|
+128%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.7M
|
+$9.07M
|
+146,961
|
New
|
|
