|
1
|
|
$728M
|
+$514M
|
+10,463,800
|
+241%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$213M
|
+$125M
|
+2,545,220
|
+143%
|
|
|
3
|
Blue Trust Inc
Alpharetta,
Georgia
|
$67.2M
|
+$26.2M
|
+533,785
|
+64%
|
|
|
4
|
Avion Wealth
The Woodlands,
Texas
|
$54M
|
-$1.33M
|
-27,116
|
-2%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$50.2M
|
+$3.69M
|
+75,103
|
+8%
|
|
|
6
|
|
$45.8M
|
+$39.9M
|
+812,119
|
+681%
|
|
|
7
|
Colony Family Offices
Charlotte,
North Carolina
|
$42.2M
|
+$2.05M
|
+41,722
|
+5%
|
|
|
8
|
Renaissance Technologies
New York
|
$40.9M
|
+$10.1M
|
+205,316
|
+33%
|
|
|
9
|
Pacific Center for Financial Services
San Ramon,
California
|
$37.5M
|
-$380K
|
-7,733
|
-1%
|
|
|
10
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$36.9M
|
-$12.3M
|
-250,162
|
-25%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$29.5M
|
+$17.4M
|
+355,056
|
+145%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$25.5M
|
+$25.5M
|
+519,014
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$24.3M
|
+495,471
|
+4,261%
|
|
|
14
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$21.5M
|
+$2.52M
|
+51,306
|
+13%
|
|
|
15
|
Fortis Advisors
Wayne,
Pennsylvania
|
$21.2M
|
+$2.01M
|
+40,964
|
+11%
|
|
|
16
|
InterOcean Capital Group
Nashville,
Tennessee
|
$20.7M
|
-$1.02M
|
-20,704
|
-5%
|
|
|
17
|
Parkside Investments
Deerfield,
Illinois
|
$15.3M
|
+$15.3M
|
+311,500
|
New
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$14.9M
|
+$10.5M
|
+213,276
|
+237%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.4M
|
+$4.55M
|
+92,535
|
+46%
|
|
|
20
|
TruWealth Advisors
Metairie,
Louisiana
|
$14.3M
|
+$201K
|
+4,094
|
+1%
|
|
|
21
|
Horizon Kinetics Asset Management
New York
|
$13.7M
|
-$1.34M
|
-27,215
|
-9%
|
|
|
22
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$12.4M
|
+$2.11M
|
+43,039
|
+21%
|
|
|
23
|
Regatta Capital Group
El Segundo,
California
|
$11.9M
|
+$11.8M
|
+240,987
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.6M
|
-$269K
|
-5,474
|
-2%
|
|
|
25
|
Financial Management Professionals
Austin,
Texas
|
$11.1M
|
-$5.5M
|
-111,864
|
-33%
|
|
