|
1
|
|
$213M
|
+$213M
|
+4,340,622
|
New
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$87.6M
|
-$120M
|
-2,437,645
|
-58%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$68.3M
|
+$2.75M
|
+55,908
|
+4%
|
|
|
4
|
Avion Wealth
The Woodlands,
Texas
|
$55.3M
|
-$10M
|
-204,066
|
-15%
|
|
|
5
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$49.2M
|
+$1.46M
|
+29,804
|
+3%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$46.4M
|
+$5.7M
|
+115,994
|
+14%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$41M
|
+$15.6M
|
+318,048
|
+62%
|
|
|
8
|
Colony Family Offices
Charlotte,
North Carolina
|
$40.1M
|
+$26.2M
|
+532,677
|
+189%
|
|
|
9
|
Pacific Center for Financial Services
San Ramon,
California
|
$37.8M
|
+$182K
|
+3,713
|
+0.5%
|
|
|
10
|
Renaissance Technologies
New York
|
$30.8M
|
-$3.46M
|
-70,343
|
-10%
|
|
|
11
|
InterOcean Capital Group
Nashville,
Tennessee
|
$21.7M
|
+$169K
|
+3,429
|
+0.8%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$20.7M
|
-$1.27M
|
-25,808
|
-6%
|
|
|
13
|
Fortis Advisors
Wayne,
Pennsylvania
|
$19.1M
|
+$87.1K
|
+1,773
|
+0.5%
|
|
|
14
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$19M
|
+$525K
|
+10,690
|
+3%
|
|
|
15
|
Financial Management Professionals
Austin,
Texas
|
$16.6M
|
+$2.04M
|
+41,528
|
+14%
|
|
|
16
|
Manchester Capital Management
Manchester,
Vermont
|
$16.6M
|
-$21M
|
-427,287
|
-56%
|
|
|
17
|
Horizon Kinetics Asset Management
New York
|
$15M
|
+$279K
|
+5,679
|
+2%
|
|
|
18
|
TruWealth Advisors
Metairie,
Louisiana
|
$14.1M
|
-$64.6M
|
-1,314,753
|
-82%
|
|
|
19
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$14M
|
+$468K
|
+9,521
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$12M
|
+$497K
|
+10,120
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
-$20.2M
|
-410,157
|
-63%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
-$2.96M
|
-60,135
|
-20%
|
|
|
23
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$10.2M
|
+$1.23M
|
+24,977
|
+14%
|
|
|
24
|
Bray Capital Advisors
Naples,
Florida
|
$10.2M
|
+$60.2K
|
+1,225
|
+0.6%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.8M
|
+$9.08M
|
+184,712
|
+1,260%
|
|
