|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$226M
|
+$65.5M
|
+1,318,605
|
+40%
|
|
|
2
|
TruWealth Advisors
Metairie,
Louisiana
|
$104M
|
+$105M
|
+2,112,923
|
New
|
|
|
3
|
Bank of New York Mellon
New York
|
$97.6M
|
+$98.1M
|
+1,975,838
|
New
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$69M
|
+$21.4M
|
+430,990
|
+45%
|
|
|
5
|
Pacific Center for Financial Services
San Ramon,
California
|
$33.9M
|
+$33.1M
|
+667,274
|
+3,689%
|
|
|
6
|
Financial Sense Advisors
San Diego,
California
|
$33.9M
|
+$34M
|
+685,364
|
New
|
|
|
7
|
Neuberger Berman Group
New York
|
$33.1M
|
-$3.33M
|
-67,044
|
-9%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$29.9M
|
+$30.1M
|
+605,511
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.7M
|
+$21.4M
|
+431,364
|
+1,526%
|
|
|
10
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$19.8M
|
+$2M
|
+40,326
|
+11%
|
|
|
11
|
Naples Global Advisors
Naples,
Florida
|
$19.4M
|
-$228K
|
-4,600
|
-1%
|
|
|
12
|
Avion Wealth
The Woodlands,
Texas
|
$15.6M
|
+$6.55M
|
+131,902
|
+72%
|
|
|
13
|
SP Asset Management
Cupertino,
California
|
$15.5M
|
-$3.83M
|
-77,128
|
-20%
|
|
|
14
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$15.3M
|
–
|
–
|
–
|
|
|
15
|
Front Barnett Associates
Chicago,
Illinois
|
$14.4M
|
+$436K
|
+8,785
|
+3%
|
|
|
16
|
Bouchey Financial Group
Troy,
New York
|
$13.2M
|
+$13.3M
|
+267,104
|
New
|
|
|
17
|
Nelson Capital Management
Menlo Park,
California
|
$12M
|
+$3.14M
|
+63,182
|
+35%
|
|
|
18
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$11.3M
|
-$39.7K
|
-800
|
-0.3%
|
|
|
19
|
TD Capital Management
Memphis,
Tennessee
|
$10.8M
|
+$64.3K
|
+1,295
|
+0.6%
|
|
|
20
|
John W. Brooker & Co
Oakland,
California
|
$10.5M
|
-$431K
|
-8,672
|
-4%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$9.63M
|
+$1.53M
|
+30,905
|
+19%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$8.01M
|
+$5.2M
|
+104,665
|
+182%
|
|
|
23
|
Leeward Financial Partners
Bellevue,
Washington
|
$7.85M
|
+$6.75M
|
+135,958
|
+591%
|
|
|
24
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.84M
|
-$16M
|
-322,142
|
-67%
|
|
|
25
|
NVWM LLC
Yardley,
Pennsylvania
|
$7.65M
|
+$2.02M
|
+40,580
|
+36%
|
|
