|
1
|
Arlington Financial Advisors
Santa Barbara,
California
|
$42.4M
|
+$298K
|
+10,692
|
+0.7%
|
|
|
2
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$20.3M
|
+$5.63M
|
+201,692
|
+40%
|
|
|
3
|
Riversedge Advisors
Wilmington,
Delaware
|
$18.2M
|
+$3.02M
|
+108,167
|
+21%
|
|
|
4
|
Venturi Wealth Management
Austin,
Texas
|
$17.8M
|
-$470K
|
-16,848
|
-3%
|
|
|
5
|
AMI Investment Management
Kendallville,
Indiana
|
$11.9M
|
+$895K
|
+32,096
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$11M
|
+394,154
|
New
|
|
|
7
|
|
$11M
|
+$250K
|
+8,975
|
+2%
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.97M
|
+$1.81M
|
+64,807
|
+23%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$5.55M
|
+$5.36M
|
+191,996
|
New
|
|
|
10
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$5.03M
|
+$828K
|
+29,675
|
+21%
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.72M
|
+$427K
|
+15,312
|
+10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.59M
|
+$3.21M
|
+115,003
|
+264%
|
|
|
13
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$4.31M
|
+$4.16M
|
+149,085
|
New
|
|
|
14
|
|
$4.07M
|
+$2.3M
|
+82,623
|
+142%
|
|
|
15
|
Fiduciary Group
Savannah,
Georgia
|
$2.59M
|
+$735K
|
+26,363
|
+42%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$1.9M
|
+$115K
|
+4,119
|
+7%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$1.61M
|
+$30.6K
|
+1,096
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.59M
|
+$1.54M
|
+55,091
|
New
|
|
|
19
|
Financial Management Network
Mission Viejo,
California
|
$1.55M
|
+$78.4K
|
+2,810
|
+5%
|
|
|
20
|
Summit Asset Management
Memphis,
Tennessee
|
$1.13M
|
+$379K
|
+13,572
|
+53%
|
|
|
21
|
Manchester Capital Management
Manchester,
Vermont
|
$1.06M
|
–
|
–
|
–
|
|
|
22
|
Ascension Capital Advisors
Houston,
Texas
|
$784K
|
+$336K
|
+12,027
|
+80%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$774K
|
+$746K
|
+26,742
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$699K
|
+$29.2K
|
+1,046
|
+5%
|
|
|
25
|
CRA Financial Services
Northfield,
New Jersey
|
$469K
|
+$453K
|
+16,227
|
New
|
|
