|
1
|
|
$1.25B
|
+$4.87M
|
+97,596
|
+0.4%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$438M
|
+$439M
|
+8,806,000
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$180M
|
+$38.2M
|
+765,835
|
+27%
|
|
|
4
|
Bramshill Investments
Naples,
Florida
|
$154M
|
-$2.9M
|
-58,086
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
-$13.5M
|
-269,857
|
-8%
|
|
|
6
|
Kensington Asset Management
Austin,
Texas
|
$142M
|
+$87.2M
|
+1,748,029
|
+158%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$126M
|
+$25.7M
|
+515,238
|
+26%
|
|
|
8
|
Blue Trust Inc
Alpharetta,
Georgia
|
$100M
|
+$3.15M
|
+63,160
|
+3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$87.6M
|
+$7.03M
|
+141,018
|
+9%
|
|
|
10
|
Avion Wealth
The Woodlands,
Texas
|
$71.3M
|
+$6.07M
|
+121,797
|
+9%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$70.9M
|
+$283K
|
+5,670
|
+0.4%
|
|
|
12
|
Pacific Center for Financial Services
San Ramon,
California
|
$55.9M
|
+$6.08M
|
+121,962
|
+12%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$44.3M
|
+$44.5M
|
+892,730
|
+165,935%
|
|
|
14
|
Clearstead Advisors
Cleveland,
Ohio
|
$43.8M
|
+$44M
|
+881,609
|
New
|
|
|
15
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$43.5M
|
+$14.7M
|
+294,373
|
+51%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$41.5M
|
+$6.9M
|
+138,315
|
+20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.7M
|
+$12.6M
|
+251,914
|
+57%
|
|
|
18
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$32.9M
|
+$316K
|
+6,343
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.2M
|
+$5.96M
|
+119,588
|
+23%
|
|
|
20
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$28.9M
|
+$29M
|
+580,847
|
New
|
|
|
21
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$27.3M
|
+$2.01M
|
+40,232
|
+8%
|
|
|
22
|
55 North Private Wealth
Winter Park,
Florida
|
$26.2M
|
+$503K
|
+10,095
|
+2%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$25.9M
|
+$5.59M
|
+112,050
|
+27%
|
|
|
24
|
Raffa Wealth Management
Washington,
District of Columbia
|
$24.7M
|
+$2.03M
|
+40,729
|
+9%
|
|
|
25
|
Fonville Wealth Management
Richmond,
Virginia
|
$24.6M
|
+$579K
|
+11,608
|
+2%
|
|
