|
1
|
|
$1.05B
|
+$115M
|
+2,312,291
|
+12%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$80.5M
|
+$3.67M
|
+73,904
|
+5%
|
|
|
3
|
Renaissance Technologies
New York
|
$77.3M
|
+$2.88M
|
+58,000
|
+4%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$71.9M
|
-$1.55M
|
-31,205
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$59.4M
|
+$13.8M
|
+277,772
|
+30%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$57.8M
|
+$10.6M
|
+214,203
|
+23%
|
|
|
7
|
Avion Wealth
The Woodlands,
Texas
|
$53.9M
|
+$3.63M
|
+73,049
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$46.3M
|
+$836K
|
+16,813
|
+2%
|
|
|
9
|
Pacific Center for Financial Services
San Ramon,
California
|
$45M
|
+$5.48M
|
+110,217
|
+14%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$31.8M
|
+$4.44M
|
+89,418
|
+16%
|
|
|
11
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$29.6M
|
+$1.67M
|
+33,683
|
+6%
|
|
|
12
|
David Kennon
Sarasota,
Florida
|
$23.2M
|
+$991K
|
+19,935
|
+4%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$21.2M
|
-$1.24K
|
-25
|
-0%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19.2M
|
-$112K
|
-2,248
|
-0.6%
|
|
|
15
|
Fortis Advisors
Wayne,
Pennsylvania
|
$17.7M
|
+$89.6K
|
+1,803
|
+0.5%
|
|
|
16
|
Fonville Wealth Management
Richmond,
Virginia
|
$17M
|
+$2.64M
|
+53,167
|
+18%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$16.2M
|
+$16.3M
|
+326,964
|
New
|
|
|
18
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$15.7M
|
-$1.8M
|
-36,186
|
-10%
|
|
|
19
|
Colony Family Offices
Charlotte,
North Carolina
|
$15.5M
|
-$2.52M
|
-50,712
|
-14%
|
|
|
20
|
Roberts Wealth Advisors
Palo Alto,
California
|
$14.9M
|
+$5.41M
|
+108,768
|
+57%
|
|
|
21
|
|
$14.8M
|
+$348K
|
+6,995
|
+2%
|
|
|
22
|
Raffa Wealth Management
Washington,
District of Columbia
|
$14.3M
|
-$1.75M
|
-35,154
|
-11%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$14.2M
|
+$465K
|
+9,349
|
+3%
|
|
|
24
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.8M
|
-$51K
|
-1,025
|
-0.4%
|
|
|
25
|
Global Wealth Management
Kingston,
New Jersey
|
$13.4M
|
-$961K
|
-19,339
|
-7%
|
|
