|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$211M
|
+$12.2M
|
+248,037
|
+6%
|
|
|
2
|
TruWealth Advisors
Metairie,
Louisiana
|
$108M
|
+$1.79M
|
+36,491
|
+2%
|
|
|
3
|
Bank of New York Mellon
New York
|
$90.5M
|
-$1.92M
|
-39,139
|
-2%
|
|
|
4
|
Verus Financial Partners
Richmond,
Virginia
|
$66.4M
|
-$1.35M
|
-27,449
|
-2%
|
|
|
5
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$37.8M
|
+$20.9M
|
+425,953
|
+123%
|
|
|
6
|
Pacific Center for Financial Services
San Ramon,
California
|
$37.2M
|
+$1.18M
|
+24,084
|
+3%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$36M
|
+$5.1M
|
+103,685
|
+16%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$34.7M
|
-$17.7M
|
-360,065
|
-34%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.2M
|
+$26.7M
|
+542,609
|
+1,025%
|
|
|
10
|
|
$28.6M
|
+$10.4M
|
+211,631
|
+57%
|
|
|
11
|
Avion Wealth
The Woodlands,
Texas
|
$26.8M
|
+$11M
|
+223,840
|
+69%
|
|
|
12
|
Manchester Capital Management
Manchester,
Vermont
|
$26.4M
|
+$26.5M
|
+538,369
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.4M
|
+$324K
|
+6,594
|
+1%
|
|
|
14
|
InterOcean Capital Group
Nashville,
Tennessee
|
$21.8M
|
+$10.7M
|
+217,249
|
+95%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$20.3M
|
+$10.8M
|
+219,114
|
+113%
|
|
|
16
|
Neuberger Berman Group
New York
|
$19.4M
|
-$262K
|
-5,325
|
-1%
|
|
|
17
|
Blume Capital Management
Berkeley,
California
|
$14.6M
|
+$12.6M
|
+256,279
|
+622%
|
|
|
18
|
Bray Capital Advisors
Naples,
Florida
|
$12.5M
|
+$2.1M
|
+42,700
|
+20%
|
|
|
19
|
Fortis Advisors
Wayne,
Pennsylvania
|
$11.7M
|
+$11.8M
|
+239,533
|
New
|
|
|
20
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$11.7M
|
-$2.74M
|
-55,800
|
-19%
|
|
|
21
|
Naples Global Advisors
Naples,
Florida
|
$10.8M
|
-$2.19M
|
-44,575
|
-17%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$10.8M
|
+$10.8M
|
+219,880
|
New
|
|
|
23
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$10.5M
|
-$2.22M
|
-45,070
|
-17%
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$10.5M
|
-$57.7K
|
-1,174
|
-0.5%
|
|
|
25
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9.63M
|
-$6.03M
|
-122,560
|
-38%
|
|
