|
1
|
Venturi Wealth Management
Austin,
Texas
|
$33.9M
|
+$2.23M
|
+77,196
|
+7%
|
|
|
2
|
Capital Group Private Client Services
Los Angeles,
California
|
$9.22M
|
+$1.65M
|
+56,988
|
+22%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.06M
|
+$2.96M
|
+102,440
|
+48%
|
|
|
4
|
LVW Advisors
Pittsford,
New York
|
$6.02M
|
+$1.16M
|
+40,213
|
+24%
|
|
|
5
|
Mendota Financial Group
Madison,
Wisconsin
|
$5.97M
|
+$3.76M
|
+130,098
|
+166%
|
|
|
6
|
Sweeney & Michel
Chico,
California
|
$4.97M
|
-$47.6K
|
-1,650
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.94M
|
+$4.15M
|
+143,888
|
+502%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$4.74M
|
+$3.94M
|
+136,328
|
+470%
|
|
|
9
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.76M
|
+$338K
|
+11,720
|
+10%
|
|
|
10
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$3.39M
|
+$2.96M
|
+102,492
|
+643%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.99M
|
+$515K
|
+17,839
|
+21%
|
|
|
12
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.97M
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$2.91M
|
+$1.05M
|
+36,309
|
+56%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.87M
|
+$1.24M
|
+43,069
|
+76%
|
|
|
15
|
|
$2.32M
|
+$1.6M
|
+55,416
|
+217%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$2.29M
|
+$551K
|
+19,092
|
+31%
|
|
|
17
|
Capital International Investors
Los Angeles,
California
|
$2.29M
|
+$982K
|
+34,000
|
+74%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$1.02M
|
+35,165
|
+85%
|
|
|
19
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.87M
|
+$1.88M
|
+65,270
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.56M
|
+$256K
|
+8,859
|
+19%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.37M
|
+$491K
|
+17,000
|
+55%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
-$310K
|
-10,735
|
-21%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.08M
|
+$154K
|
+5,339
|
+16%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$917K
|
+$345K
|
+11,935
|
+59%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$909K
|
+$916K
|
+31,717
|
New
|
|
