|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$88.2M
|
+$6.84M
|
+225,974
|
+8%
|
|
|
2
|
Diversified Enterprises
Wilmington,
Delaware
|
$80.3M
|
+$3.64M
|
+120,270
|
+5%
|
|
|
3
|
Arlington Financial Advisors
Santa Barbara,
California
|
$48.8M
|
+$1.17M
|
+38,591
|
+2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.3M
|
+$6.06M
|
+200,156
|
+32%
|
|
|
5
|
Venturi Wealth Management
Austin,
Texas
|
$23.5M
|
+$473K
|
+15,617
|
+2%
|
|
|
6
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$16.5M
|
+$321K
|
+10,609
|
+2%
|
|
|
7
|
AMI Investment Management
Kendallville,
Indiana
|
$13M
|
+$85K
|
+2,807
|
+0.7%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$12.9M
|
-$3.15M
|
-104,142
|
-20%
|
|
|
9
|
GSB Wealth Management
Guilford,
Connecticut
|
$12.6M
|
-$3.68M
|
-121,414
|
-23%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9.96M
|
+$1.37M
|
+45,347
|
+16%
|
|
|
11
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$9.63M
|
+$1.51M
|
+49,765
|
+19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.57M
|
-$2.97M
|
-98,030
|
-28%
|
|
|
13
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.35M
|
-$2.31M
|
-76,201
|
-24%
|
|
|
14
|
|
$5.84M
|
+$859K
|
+28,371
|
+17%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$5.42M
|
+$2.14M
|
+70,751
|
+65%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.31M
|
+$5.32M
|
+175,498
|
New
|
|
|
17
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$5.21M
|
-$103K
|
-3,403
|
-2%
|
|
|
18
|
Sunrise Financial Services
Burien,
Washington
|
$5.1M
|
+$5.1M
|
+168,552
|
New
|
|
|
19
|
Fiduciary Group
Savannah,
Georgia
|
$4.35M
|
+$378K
|
+12,476
|
+10%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$3.11M
|
+$939K
|
+31,007
|
+43%
|
|
|
21
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.95M
|
+$1.2M
|
+39,586
|
+68%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.94M
|
+$498K
|
+16,451
|
+20%
|
|
|
23
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$2.93M
|
+$427K
|
+14,093
|
+17%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$2.8M
|
+$1.2M
|
+39,555
|
+74%
|
|
|
25
|
Embree Financial Group
Chicago,
Illinois
|
$2.49M
|
-$886K
|
-29,241
|
-26%
|
|
