|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$306M
|
+$94.7M
|
+1,935,468
|
+45%
|
|
|
2
|
Bank of New York Mellon
New York
|
$90.5M
|
-$114K
|
-2,340
|
-0.1%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$76.6M
|
-$31.6M
|
-646,231
|
-29%
|
|
|
4
|
Verus Financial Partners
Richmond,
Virginia
|
$64.5M
|
-$2.36M
|
-48,221
|
-4%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$58.9M
|
+$58.8M
|
+1,202,854
|
New
|
|
|
6
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$43.4M
|
+$5.56M
|
+113,760
|
+15%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$37.2M
|
+$1.18M
|
+24,129
|
+3%
|
|
|
8
|
Manchester Capital Management
Manchester,
Vermont
|
$32.9M
|
+$6.46M
|
+132,083
|
+25%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$32.6M
|
-$2.14M
|
-43,738
|
-6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.9M
|
+$2.76M
|
+56,463
|
+9%
|
|
|
11
|
Avion Wealth
The Woodlands,
Texas
|
$26.8M
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.8M
|
+$360K
|
+7,364
|
+1%
|
|
|
13
|
InterOcean Capital Group
Nashville,
Tennessee
|
$23.5M
|
+$1.71M
|
+35,045
|
+8%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$19M
|
+$18.6M
|
+379,646
|
+5,289%
|
|
|
15
|
HB Wealth Management
Atlanta,
Georgia
|
$15.5M
|
+$4.72M
|
+96,451
|
+44%
|
|
|
16
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$14.9M
|
+$14.8M
|
+303,276
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$14.5M
|
-$5.81M
|
-118,836
|
-29%
|
|
|
18
|
Colony Family Offices
Charlotte,
North Carolina
|
$14.3M
|
+$8.5M
|
+173,739
|
+147%
|
|
|
19
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$13.9M
|
+$12.1M
|
+247,945
|
+678%
|
|
|
20
|
Financial Management Professionals
Austin,
Texas
|
$13.6M
|
+$13.6M
|
+278,414
|
New
|
|
|
21
|
Bray Capital Advisors
Naples,
Florida
|
$12.5M
|
–
|
–
|
–
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$12M
|
+$5.37M
|
+109,712
|
+81%
|
|
|
23
|
Fortis Advisors
Wayne,
Pennsylvania
|
$11.8M
|
+$96.3K
|
+1,969
|
+0.8%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$11.3M
|
+$2.38M
|
+48,611
|
+27%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$10.1M
|
+$4.75M
|
+97,188
|
+90%
|
|
