|
1
|
Venturi Wealth Management
Austin,
Texas
|
$22.7M
|
+$7.19M
|
+262,922
|
+43%
|
|
|
2
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18.6M
|
-$20.5M
|
-748,721
|
-51%
|
|
|
3
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$17.3M
|
-$877K
|
-32,078
|
-5%
|
|
|
4
|
Riversedge Advisors
Wilmington,
Delaware
|
$16.2M
|
-$65.3K
|
-2,387
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$5.63M
|
+205,796
|
+52%
|
|
|
6
|
AMI Investment Management
Kendallville,
Indiana
|
$11.6M
|
+$1.02M
|
+37,172
|
+9%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$10.8M
|
+$11.4M
|
+418,359
|
New
|
|
|
8
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$9.36M
|
+$9.9M
|
+361,998
|
New
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.39M
|
-$2.67M
|
-97,498
|
-28%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$5.61M
|
+$682K
|
+24,965
|
+13%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.69M
|
+$624K
|
+22,837
|
+14%
|
|
|
12
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$4.54M
|
+$46.9K
|
+1,714
|
+1%
|
|
|
13
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.18M
|
-$40.5K
|
-1,480
|
-0.9%
|
|
|
14
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$3.85M
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$2.63M
|
+$2.78M
|
+101,591
|
New
|
|
|
16
|
Fiduciary Group
Savannah,
Georgia
|
$2.6M
|
+$295K
|
+10,791
|
+12%
|
|
|
17
|
GSB Wealth Management
Guilford,
Connecticut
|
$2.31M
|
+$2.44M
|
+89,320
|
New
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.89M
|
+$2M
|
+73,021
|
New
|
|
|
19
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.76M
|
+$1.86M
|
+67,936
|
New
|
|
|
20
|
|
$1.72M
|
-$2.03M
|
-74,096
|
-53%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$1.55M
|
-$156K
|
-5,690
|
-9%
|
|
|
22
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.46M
|
+$1.55M
|
+56,573
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.44M
|
-$7.08K
|
-259
|
-0.5%
|
|
|
24
|
WinCap Financial
Boston,
Massachusetts
|
$1.43M
|
+$1.51M
|
+55,395
|
New
|
|
|
25
|
Summit Asset Management
Memphis,
Tennessee
|
$1.11M
|
+$105K
|
+3,858
|
+10%
|
|
