|
1
|
|
$974M
|
-$83.8M
|
-1,685,384
|
-8%
|
|
|
2
|
Bramshill Investments
Naples,
Florida
|
$99.9M
|
+$99.6M
|
+2,002,873
|
New
|
|
|
3
|
Renaissance Technologies
New York
|
$90.4M
|
+$12.7M
|
+255,000
|
+16%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$86.1M
|
+$5.16M
|
+103,754
|
+6%
|
|
|
5
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$82.5M
|
+$82.3M
|
+1,655,384
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$71.9M
|
+$12.2M
|
+246,118
|
+21%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$69.1M
|
-$3.19M
|
-64,240
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$56.4M
|
-$1.63M
|
-32,685
|
-3%
|
|
|
9
|
Avion Wealth
The Woodlands,
Texas
|
$54M
|
+$30.1K
|
+605
|
+0.1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$50M
|
+$3.41M
|
+68,554
|
+7%
|
|
|
11
|
Pacific Center for Financial Services
San Ramon,
California
|
$48.4M
|
+$3.15M
|
+63,293
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$41.1M
|
+$9.19M
|
+184,868
|
+29%
|
|
|
13
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$39.4M
|
+$39.3M
|
+789,644
|
New
|
|
|
14
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$31.5M
|
+$1.74M
|
+35,047
|
+6%
|
|
|
15
|
Global Wealth Management
Kingston,
New Jersey
|
$29.6M
|
+$16.1M
|
+323,979
|
+120%
|
|
|
16
|
David Kennon
Sarasota,
Florida
|
$26M
|
+$2.67M
|
+53,640
|
+11%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$21.2M
|
-$57.9K
|
-1,165
|
-0.3%
|
|
|
18
|
Horizon Kinetics Asset Management
New York
|
$19.7M
|
+$11.2M
|
+225,141
|
+132%
|
|
|
19
|
Fonville Wealth Management
Richmond,
Virginia
|
$19M
|
+$1.97M
|
+39,619
|
+12%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.6M
|
-$704K
|
-14,163
|
-4%
|
|
|
21
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$17.1M
|
+$17.1M
|
+343,751
|
New
|
|
|
22
|
Fortis Advisors
Wayne,
Pennsylvania
|
$17.1M
|
-$613K
|
-12,319
|
-3%
|
|
|
23
|
Colony Family Offices
Charlotte,
North Carolina
|
$15.1M
|
-$493K
|
-9,920
|
-3%
|
|
|
24
|
Clarius Group LLC
Seattle,
Washington
|
$15.1M
|
+$13.6M
|
+272,619
|
+905%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$15M
|
-$1.29M
|
-25,856
|
-8%
|
|
