|
1
|
|
$945M
|
+$79M
|
+1,589,803
|
+9%
|
|
|
2
|
Axiom Advisory
San Diego,
California
|
$86.7M
|
-$46.5M
|
-936,191
|
-35%
|
|
|
3
|
Blue Trust Inc
Alpharetta,
Georgia
|
$76.7M
|
+$3.45M
|
+69,352
|
+5%
|
|
|
4
|
Renaissance Technologies
New York
|
$74.9M
|
+$5.15M
|
+103,700
|
+7%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$73.9M
|
+$1.02M
|
+20,605
|
+1%
|
|
|
6
|
Avion Wealth
The Woodlands,
Texas
|
$50.6M
|
+$270K
|
+5,426
|
+0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$47.4M
|
-$12.2M
|
-244,854
|
-20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$26.1M
|
+524,763
|
+133%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$45.8M
|
-$2.79M
|
-56,225
|
-6%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$39.8M
|
+$1.01M
|
+20,412
|
+3%
|
|
|
11
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$28.1M
|
+$5.16M
|
+103,930
|
+23%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$27.5M
|
+$6.7M
|
+134,822
|
+32%
|
|
|
13
|
Acute Investment Advisory
Mesa,
Arizona
|
$27.2M
|
-$455K
|
-9,151
|
-2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$23M
|
+$18.9M
|
+379,629
|
+474%
|
|
|
15
|
David Kennon
Sarasota,
Florida
|
$22.3M
|
+$512K
|
+10,312
|
+2%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$21.3M
|
-$4.24M
|
-85,303
|
-17%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19.4M
|
-$430K
|
-8,659
|
-2%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$18.4M
|
-$1.11M
|
-22,350
|
-6%
|
|
|
19
|
Colony Family Offices
Charlotte,
North Carolina
|
$18.1M
|
-$22.8M
|
-459,843
|
-56%
|
|
|
20
|
Fortis Advisors
Wayne,
Pennsylvania
|
$17.7M
|
-$1.72M
|
-34,541
|
-9%
|
|
|
21
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$17.6M
|
+$1.28M
|
+25,837
|
+8%
|
|
|
22
|
Raffa Wealth Management
Washington,
District of Columbia
|
$16.1M
|
+$10.6M
|
+212,679
|
+193%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.4M
|
+$9.77M
|
+196,692
|
+175%
|
|
|
24
|
|
$14.6M
|
+$201K
|
+4,041
|
+1%
|
|
|
25
|
Global Wealth Management
Kingston,
New Jersey
|
$14.5M
|
+$14.4M
|
+289,463
|
New
|
|
