|
1
|
Venturi Wealth Management
Austin,
Texas
|
$41.6M
|
+$6.46M
|
+224,023
|
+17%
|
|
|
2
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$18.5M
|
+$1.63M
|
+56,670
|
+9%
|
|
|
3
|
Capital Group Private Client Services
Los Angeles,
California
|
$15.6M
|
+$4.54M
|
+157,479
|
+38%
|
|
|
4
|
|
$13.7M
|
+$3.01M
|
+104,312
|
+26%
|
|
|
5
|
LVW Advisors
Pittsford,
New York
|
$12.5M
|
+$2.29M
|
+79,475
|
+21%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12M
|
+$1.3M
|
+45,099
|
+12%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.94M
|
+$2.24M
|
+77,640
|
+37%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$7.09M
|
+$1.63M
|
+56,472
|
+28%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.76M
|
+$1.69M
|
+58,571
|
+31%
|
|
|
10
|
Mendota Financial Group
Madison,
Wisconsin
|
$6.51M
|
-$1.16M
|
-40,374
|
-15%
|
|
|
11
|
|
$6.2M
|
+$3.08M
|
+106,794
|
+90%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.6M
|
+$3.17M
|
+110,041
|
+118%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.54M
|
+$5.8M
|
+201,202
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$2.27M
|
+78,669
|
+64%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$5.22M
|
+$4.15M
|
+144,046
|
+316%
|
|
|
16
|
Evernest Financial Advisors
Carmel,
Indiana
|
$5.15M
|
+$5.39M
|
+187,137
|
New
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.96M
|
+$1.46M
|
+50,615
|
+39%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
+$723K
|
+25,089
|
+19%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$3.83M
|
+$4.01M
|
+139,055
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$3.73M
|
+$860K
|
+29,842
|
+28%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.35M
|
+$989K
|
+34,311
|
+39%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.34M
|
-$178K
|
-6,166
|
-5%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$3M
|
+$2.06M
|
+71,540
|
+191%
|
|
|
24
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.98M
|
–
|
–
|
–
|
|
|
25
|
Capital International Investors
Los Angeles,
California
|
$2.2M
|
+$1.44M
|
+50,000
|
+167%
|
|
