|
1
|
Venturi Wealth Management
Austin,
Texas
|
$32.1M
|
+$30M
|
+1,071,316
|
+2,999%
|
|
|
2
|
Capital Group Private Client Services
Los Angeles,
California
|
$7.68M
|
+$2.21M
|
+78,725
|
+42%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.21M
|
+$6M
|
+213,965
|
New
|
|
|
4
|
Sweeney & Michel
Chico,
California
|
$5.05M
|
+$4.84M
|
+172,594
|
New
|
|
|
5
|
LVW Advisors
Pittsford,
New York
|
$4.93M
|
+$4.08M
|
+145,442
|
+590%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$4.1M
|
+$2.17M
|
+77,341
|
+121%
|
|
|
7
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.46M
|
+$3.34M
|
+119,370
|
New
|
|
|
8
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$3.01M
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.51M
|
+$746K
|
+26,605
|
+45%
|
|
|
10
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.27M
|
+$2.2M
|
+78,370
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.89M
|
+$350K
|
+12,505
|
+24%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.77M
|
+$638K
|
+22,774
|
+60%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
+$973K
|
+34,716
|
+156%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$843K
|
+30,090
|
+141%
|
|
|
15
|
Capital International Investors
Los Angeles,
California
|
$1.33M
|
-$11.7M
|
-416,000
|
-90%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$315K
|
+11,249
|
+33%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$1.16M
|
+41,332
|
New
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$1.1M
|
+$771K
|
+27,527
|
+265%
|
|
|
19
|
|
$1.07M
|
-$1M
|
-35,689
|
-49%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$1.03M
|
+36,590
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$939K
|
+$275K
|
+9,803
|
+43%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$891K
|
+$507K
|
+18,101
|
+143%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$842K
|
+$70.8K
|
+2,526
|
+10%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$832K
|
+$46.4K
|
+1,656
|
+6%
|
|
|
25
|
|
$739K
|
+$714K
|
+25,490
|
New
|
|
