|
1
|
Arlington Financial Advisors
Santa Barbara,
California
|
$39.8M
|
+$38.6M
|
+1,454,841
|
New
|
|
|
2
|
Venturi Wealth Management
Austin,
Texas
|
$6.79M
|
+$2.32M
|
+87,300
|
+54%
|
|
|
3
|
|
$4.17M
|
+$4.05M
|
+152,593
|
New
|
|
|
4
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$3.27M
|
+$633K
|
+23,833
|
+25%
|
|
|
5
|
|
$2.5M
|
+$1.27M
|
+47,773
|
+110%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.3M
|
+$948K
|
+35,706
|
+310%
|
|
|
7
|
Fiduciary Group
Savannah,
Georgia
|
$1.27M
|
+$228K
|
+8,584
|
+23%
|
|
|
8
|
Manchester Capital Management
Manchester,
Vermont
|
$1,000K
|
+$971K
|
+36,563
|
New
|
|
|
9
|
Financial Management Network
Mission Viejo,
California
|
$761K
|
+$748K
|
+28,180
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$351K
|
+$341K
|
+12,834
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$351K
|
+$341K
|
+12,833
|
New
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$265K
|
+$257K
|
+9,695
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$163K
|
+$123K
|
+4,648
|
+344%
|
|
|
14
|
Sittner & Nelson
Eugene,
Oregon
|
$82.2K
|
+$79.8K
|
+3,007
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$459K
|
-17,535
|
Closed
|
|
