|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$70.7M
|
+$9.22M
|
+331,954
|
+16%
|
|
|
2
|
Diversified Enterprises
Wilmington,
Delaware
|
$69.1M
|
+$5.84M
|
+210,333
|
+10%
|
|
|
3
|
Arlington Financial Advisors
Santa Barbara,
California
|
$44.2M
|
+$19.9M
|
+717,306
|
+91%
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$27.5M
|
+$256K
|
+9,234
|
+1%
|
|
|
5
|
Venturi Wealth Management
Austin,
Texas
|
$23M
|
-$5.11M
|
-184,228
|
-19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$18.1M
|
+$2.14M
|
+77,006
|
+14%
|
|
|
7
|
AMI Investment Management
Kendallville,
Indiana
|
$16M
|
+$1.06M
|
+38,250
|
+8%
|
|
|
8
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$15.6M
|
+$407K
|
+14,673
|
+3%
|
|
|
9
|
GSB Wealth Management
Guilford,
Connecticut
|
$10.9M
|
+$1.29M
|
+46,359
|
+14%
|
|
|
10
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.52M
|
+$1.36M
|
+49,160
|
+24%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$6.97M
|
-$105K
|
-3,791
|
-2%
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.42M
|
-$325K
|
-11,702
|
-6%
|
|
|
13
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$5.27M
|
+$205K
|
+7,378
|
+4%
|
|
|
14
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$4.35M
|
–
|
–
|
–
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.66M
|
+$3.47M
|
+125,042
|
New
|
|
|
16
|
Fiduciary Group
Savannah,
Georgia
|
$3.49M
|
+$202K
|
+7,289
|
+7%
|
|
|
17
|
Embree Financial Group
Chicago,
Illinois
|
$3.29M
|
+$776K
|
+27,942
|
+33%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.14M
|
-$2.72M
|
-97,890
|
-48%
|
|
|
19
|
Moody National Bank Trust Division
Galveston,
Texas
|
$2.99M
|
+$113K
|
+4,053
|
+4%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$2.92M
|
+$471K
|
+16,981
|
+21%
|
|
|
21
|
|
$2.82M
|
+$2.67M
|
+96,190
|
New
|
|
|
22
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$2.24M
|
+$2.13M
|
+76,654
|
New
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.93M
|
-$156K
|
-5,628
|
-8%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.79M
|
+$1.18M
|
+42,355
|
+226%
|
|
|
25
|
WinCap Financial
Boston,
Massachusetts
|
$1.76M
|
-$112K
|
-4,026
|
-6%
|
|
