|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$208M
|
-$99.2M
|
-2,020,255
|
-32%
|
|
|
2
|
TruWealth Advisors
Metairie,
Louisiana
|
$78.9M
|
+$1.85M
|
+37,620
|
+2%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$65.6M
|
+$6.37M
|
+129,749
|
+11%
|
|
|
4
|
Avion Wealth
The Woodlands,
Texas
|
$65.2M
|
+$38.4M
|
+782,182
|
+143%
|
|
|
5
|
|
$50.9M
|
+$50.8M
|
+1,034,108
|
New
|
|
|
6
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$47.8M
|
+$4.22M
|
+85,970
|
+10%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$40.8M
|
+$3.41M
|
+69,408
|
+9%
|
|
|
8
|
Pacific Center for Financial Services
San Ramon,
California
|
$37.7M
|
+$37.6M
|
+765,808
|
New
|
|
|
9
|
Manchester Capital Management
Manchester,
Vermont
|
$37.6M
|
+$4.6M
|
+93,571
|
+14%
|
|
|
10
|
Renaissance Technologies
New York
|
$34.3M
|
+$24.5M
|
+498,700
|
+251%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$32.2M
|
-$510K
|
-10,385
|
-2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32M
|
-$68.5K
|
-1,394
|
-0.2%
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$25.2M
|
+$25.3M
|
+515,147
|
New
|
|
|
14
|
Rockefeller Capital Management
New York
|
$22M
|
+$2.99M
|
+60,789
|
+16%
|
|
|
15
|
InterOcean Capital Group
Nashville,
Tennessee
|
$21.5M
|
-$2.1M
|
-42,676
|
-9%
|
|
|
16
|
Fortis Advisors
Wayne,
Pennsylvania
|
$19.1M
|
+$7.17M
|
+145,959
|
+60%
|
|
|
17
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$18.5M
|
+$4.45M
|
+90,539
|
+32%
|
|
|
18
|
Horizon Kinetics Asset Management
New York
|
$14.8M
|
+$9.59M
|
+195,315
|
+187%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$14.6M
|
+$108K
|
+2,202
|
+0.7%
|
|
|
20
|
Financial Management Professionals
Austin,
Texas
|
$14.5M
|
+$834K
|
+16,976
|
+6%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$14.5M
|
-$450K
|
-9,169
|
-3%
|
|
|
22
|
Colony Family Offices
Charlotte,
North Carolina
|
$13.9M
|
-$477K
|
-9,703
|
-3%
|
|
|
23
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$13.6M
|
+$5.94M
|
+120,853
|
+78%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$2.03M
|
+41,312
|
+21%
|
|
|
25
|
Bray Capital Advisors
Naples,
Florida
|
$10.1M
|
-$2.43M
|
-49,500
|
-19%
|
|
