|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$79.6M
|
+$8.01M
|
+274,192
|
+11%
|
|
|
2
|
Diversified Enterprises
Wilmington,
Delaware
|
$74.9M
|
+$5.02M
|
+171,970
|
+7%
|
|
|
3
|
Arlington Financial Advisors
Santa Barbara,
California
|
$46.6M
|
+$1.95M
|
+66,615
|
+4%
|
|
|
4
|
Venturi Wealth Management
Austin,
Texas
|
$22.5M
|
-$665K
|
-22,755
|
-3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.8M
|
+$18.6M
|
+635,067
|
New
|
|
|
6
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$15.8M
|
+$33.8K
|
+1,157
|
+0.2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$15.7M
|
+$12.6M
|
+431,490
|
+433%
|
|
|
8
|
GSB Wealth Management
Guilford,
Connecticut
|
$13.1M
|
+$4.9M
|
+167,831
|
+45%
|
|
|
9
|
AMI Investment Management
Kendallville,
Indiana
|
$12.6M
|
-$3.57M
|
-122,316
|
-22%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$7.9M
|
-270,558
|
-44%
|
|
|
11
|
Archford Capital Strategies
Swansea,
Illinois
|
$9.44M
|
+$1.82M
|
+62,428
|
+24%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.4M
|
+$8.3M
|
+284,027
|
New
|
|
|
13
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$7.94M
|
+$3.5M
|
+119,746
|
+81%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$7.44M
|
+$387K
|
+13,258
|
+6%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.63M
|
+$2.9M
|
+99,281
|
+79%
|
|
|
16
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.26M
|
-$216K
|
-7,385
|
-4%
|
|
|
17
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$5.2M
|
-$122K
|
-4,177
|
-2%
|
|
|
18
|
|
$4.87M
|
+$2M
|
+68,390
|
+71%
|
|
|
19
|
Fiduciary Group
Savannah,
Georgia
|
$3.88M
|
+$348K
|
+11,926
|
+10%
|
|
|
20
|
Embree Financial Group
Chicago,
Illinois
|
$3.3M
|
-$25K
|
-856
|
-0.8%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$3.2M
|
+$1.54M
|
+52,601
|
+94%
|
|
|
22
|
Moody National Bank Trust Division
Galveston,
Texas
|
$3.02M
|
–
|
–
|
–
|
|
|
23
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$2.45M
|
+$177K
|
+6,045
|
+8%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.39M
|
+$1.11M
|
+37,912
|
+88%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$2.33M
|
+$2.3M
|
+78,826
|
New
|
|
