|
1
|
|
$788M
|
+$5.13M
|
+103,701
|
+0.7%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$223M
|
+$6.65M
|
+134,435
|
+3%
|
|
|
3
|
Blue Trust Inc
Alpharetta,
Georgia
|
$74.2M
|
+$2.97M
|
+59,922
|
+4%
|
|
|
4
|
Renaissance Technologies
New York
|
$72.1M
|
-$2.83M
|
-57,107
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$60.6M
|
+$6.85M
|
+138,440
|
+13%
|
|
|
6
|
Avion Wealth
The Woodlands,
Texas
|
$52.2M
|
+$961K
|
+19,423
|
+2%
|
|
|
7
|
Colony Family Offices
Charlotte,
North Carolina
|
$42.3M
|
-$608K
|
-12,288
|
-1%
|
|
|
8
|
Pacific Center for Financial Services
San Ramon,
California
|
$38M
|
+$929K
|
+18,774
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$34.5M
|
+$3.6M
|
+72,733
|
+12%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$24.3M
|
+$22.6M
|
+456,308
|
+1,308%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$21.3M
|
-$617K
|
-12,476
|
-3%
|
|
|
12
|
David Kennon
Sarasota,
Florida
|
$21.2M
|
+$294K
|
+5,935
|
+1%
|
|
|
13
|
InterOcean Capital Group
Nashville,
Tennessee
|
$21.1M
|
+$386K
|
+7,809
|
+2%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$20.9M
|
-$430K
|
-8,695
|
-2%
|
|
|
15
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$20.7M
|
+$1.44M
|
+29,033
|
+7%
|
|
|
16
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$16.2M
|
+$3.65M
|
+73,847
|
+29%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$14.7M
|
+$12.8M
|
+259,580
|
+681%
|
|
|
18
|
Horizon Kinetics Asset Management
New York
|
$13.7M
|
-$796K
|
-16,085
|
-6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
+$931K
|
+18,815
|
+8%
|
|
|
20
|
|
$13.1M
|
+$1.44M
|
+29,017
|
+12%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$13M
|
+$362K
|
+7,315
|
+3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$3.7M
|
+74,707
|
+40%
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
$11.4M
|
+$174K
|
+3,514
|
+2%
|
|
|
24
|
Schulz Wealth
Mansfield,
Texas
|
$11.3M
|
-$1.17M
|
-23,742
|
-9%
|
|
|
25
|
Coyle Financial Counsel
Glenview,
Illinois
|
$11.2M
|
+$706K
|
+14,275
|
+7%
|
|
