|
1
|
|
$858M
|
+$70.4M
|
+1,423,957
|
+9%
|
|
|
2
|
Axiom Advisory
San Diego,
California
|
$132M
|
+$130M
|
+2,628,726
|
+5,060%
|
|
|
3
|
Blue Trust Inc
Alpharetta,
Georgia
|
$73.3M
|
-$925K
|
-18,730
|
-1%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$72.3M
|
-$150M
|
-3,032,030
|
-67%
|
|
|
5
|
Renaissance Technologies
New York
|
$69.1M
|
-$2.96M
|
-60,000
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$59.2M
|
-$1.42M
|
-28,791
|
-2%
|
|
|
7
|
Avion Wealth
The Woodlands,
Texas
|
$49.9M
|
-$2.26M
|
-45,806
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$48.2M
|
+$13.7M
|
+276,376
|
+40%
|
|
|
9
|
Colony Family Offices
Charlotte,
North Carolina
|
$40.7M
|
-$1.53M
|
-30,946
|
-4%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$38.5M
|
+$539K
|
+10,917
|
+1%
|
|
|
11
|
Acute Investment Advisory
Mesa,
Arizona
|
$27.4M
|
+$27.4M
|
+553,909
|
New
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$25.4M
|
+$1.05M
|
+21,156
|
+4%
|
|
|
13
|
Flow Traders U.S.
New York
|
$25.1M
|
+$21.3M
|
+432,082
|
+574%
|
|
|
14
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$22.7M
|
+$2.08M
|
+42,003
|
+10%
|
|
|
15
|
|
$22.2M
|
+$21.5M
|
+435,552
|
+3,434%
|
|
|
16
|
David Kennon
Sarasota,
Florida
|
$21.6M
|
+$410K
|
+8,306
|
+2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$20.6M
|
+$5.83M
|
+117,956
|
+40%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19.7M
|
+$18.8M
|
+380,707
|
+2,200%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$6.66M
|
+134,771
|
+52%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$19.3M
|
-$1.49M
|
-30,201
|
-7%
|
|
|
21
|
Fortis Advisors
Wayne,
Pennsylvania
|
$19.2M
|
-$2.05M
|
-41,462
|
-10%
|
|
|
22
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$16.2M
|
-$75.7K
|
-1,533
|
-0.5%
|
|
|
23
|
Horizon Kinetics Asset Management
New York
|
$14.9M
|
+$1.24M
|
+25,158
|
+9%
|
|
|
24
|
|
$14.3M
|
+$1.18M
|
+23,920
|
+9%
|
|
|
25
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.9M
|
+$10.5M
|
+213,342
|
+321%
|
|
