|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$200M
|
-$26M
|
-526,373
|
-11%
|
|
|
2
|
TruWealth Advisors
Metairie,
Louisiana
|
$107M
|
+$3.01M
|
+61,094
|
+3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$92.9M
|
-$4.35M
|
-88,167
|
-4%
|
|
|
4
|
Verus Financial Partners
Richmond,
Virginia
|
$68.2M
|
+$68.3M
|
+1,385,798
|
New
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$52.6M
|
+$44.7M
|
+906,248
|
+559%
|
|
|
6
|
Angeles Investment Advisors
Santa Monica,
California
|
$37.4M
|
-$31.4M
|
-637,835
|
-46%
|
|
|
7
|
Pacific Center for Financial Services
San Ramon,
California
|
$36.2M
|
+$2.5M
|
+50,775
|
+7%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$31.1M
|
+$1.27M
|
+25,824
|
+4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.2M
|
+$2.57M
|
+52,104
|
+11%
|
|
|
10
|
WBH Advisory
Baltimore,
Maryland
|
$24.8M
|
+$24M
|
+487,812
|
+3,119%
|
|
|
11
|
Neuberger Berman Group
New York
|
$19.8M
|
-$13.2M
|
-267,836
|
-40%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$19.3M
|
-$405K
|
-8,209
|
-2%
|
|
|
13
|
|
$18.4M
|
+$12.8M
|
+259,163
|
+227%
|
|
|
14
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$17M
|
+$17M
|
+345,620
|
New
|
|
|
15
|
Avion Wealth
The Woodlands,
Texas
|
$15.9M
|
+$387K
|
+7,856
|
+2%
|
|
|
16
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$15.7M
|
+$7.91M
|
+160,508
|
+101%
|
|
|
17
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$14.5M
|
-$582K
|
-11,812
|
-4%
|
|
|
18
|
Naples Global Advisors
Naples,
Florida
|
$13.1M
|
-$6.25M
|
-126,750
|
-32%
|
|
|
19
|
Front Barnett Associates
Chicago,
Illinois
|
$13.1M
|
-$1.33M
|
-27,038
|
-9%
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$12.8M
|
+$12.3M
|
+249,382
|
+2,256%
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
$11.4M
|
+$11.4M
|
+231,900
|
New
|
|
|
22
|
InterOcean Capital Group
Nashville,
Tennessee
|
$11.2M
|
+$7.09M
|
+143,746
|
+171%
|
|
|
23
|
|
$10.7M
|
+$10.7M
|
+216,945
|
New
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$10.6M
|
-$632K
|
-12,822
|
-6%
|
|
|
25
|
Bray Capital Advisors
Naples,
Florida
|
$10.4M
|
+$10.5M
|
+212,050
|
New
|
|
