|
1
|
Diversified Enterprises
Wilmington,
Delaware
|
$57.1M
|
+$57.8M
|
+2,151,159
|
New
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$55.3M
|
+$54.2M
|
+2,017,027
|
+2,969%
|
|
|
3
|
Venturi Wealth Management
Austin,
Texas
|
$25.7M
|
+$2.44M
|
+91,014
|
+10%
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$24.7M
|
+$7.01M
|
+261,111
|
+39%
|
|
|
5
|
Arlington Financial Advisors
Santa Barbara,
California
|
$21M
|
+$1.98M
|
+73,755
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.4M
|
-$1.56M
|
-58,119
|
-10%
|
|
|
7
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$13.7M
|
+$4.17M
|
+155,371
|
+43%
|
|
|
8
|
AMI Investment Management
Kendallville,
Indiana
|
$13.5M
|
+$1.61M
|
+59,870
|
+13%
|
|
|
9
|
GSB Wealth Management
Guilford,
Connecticut
|
$8.62M
|
+$6.32M
|
+235,458
|
+264%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$6.42M
|
+$674K
|
+25,119
|
+12%
|
|
|
11
|
Archford Capital Strategies
Swansea,
Illinois
|
$5.51M
|
+$5.58M
|
+207,722
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.45M
|
+$642K
|
+23,900
|
+13%
|
|
|
13
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$5.38M
|
+$1.11M
|
+41,289
|
+26%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.22M
|
-$1.35M
|
-50,343
|
-20%
|
|
|
15
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$4.64M
|
-$82.4K
|
-3,070
|
-2%
|
|
|
16
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$3.95M
|
-$10.4K
|
-387
|
-0.3%
|
|
|
17
|
Fiduciary Group
Savannah,
Georgia
|
$2.97M
|
+$309K
|
+11,510
|
+11%
|
|
|
18
|
Moody National Bank Trust Division
Galveston,
Texas
|
$2.6M
|
+$1.11M
|
+41,382
|
+73%
|
|
|
19
|
Embree Financial Group
Chicago,
Illinois
|
$2.25M
|
+$1.54M
|
+57,424
|
+211%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$2.19M
|
-$508K
|
-18,913
|
-19%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.9M
|
-$38.2K
|
-1,424
|
-2%
|
|
|
22
|
Balance Wealth
Delaware,
Ohio
|
$1.86M
|
+$1.88M
|
+70,166
|
New
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.8M
|
+$1.82M
|
+67,964
|
New
|
|
|
24
|
WinCap Financial
Boston,
Massachusetts
|
$1.71M
|
+$239K
|
+8,888
|
+16%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.47M
|
–
|
–
|
–
|
|
