|
1
|
Diversified Enterprises
Wilmington,
Delaware
|
$83.1M
|
+$6.55M
|
+216,235
|
+8%
|
|
|
2
|
Arlington Financial Advisors
Santa Barbara,
California
|
$48.9M
|
+$2.22M
|
+73,291
|
+5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.8M
|
+$651K
|
+21,517
|
+3%
|
|
|
4
|
Venturi Wealth Management
Austin,
Texas
|
$22.3M
|
-$203K
|
-6,712
|
-0.9%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18.5M
|
+$6.4M
|
+211,342
|
+49%
|
|
|
6
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$16.8M
|
+$1.12M
|
+37,060
|
+7%
|
|
|
7
|
AMI Investment Management
Kendallville,
Indiana
|
$12.6M
|
+$257K
|
+8,477
|
+2%
|
|
|
8
|
GSB Wealth Management
Guilford,
Connecticut
|
$11.2M
|
-$961K
|
-31,747
|
-8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$1.03M
|
+33,985
|
+10%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$9.61M
|
+$4.63M
|
+152,956
|
+85%
|
|
|
11
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$9.12M
|
-$101K
|
-3,341
|
-1%
|
|
|
12
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.6M
|
+$585K
|
+19,322
|
+8%
|
|
|
13
|
|
$7.16M
|
+$1.88M
|
+62,112
|
+32%
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.95M
|
+$7.26M
|
+239,899
|
New
|
|
|
15
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$6.64M
|
+$4.01M
|
+132,502
|
+137%
|
|
|
16
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$4.65M
|
-$351K
|
-11,611
|
-7%
|
|
|
17
|
Fiduciary Group
Savannah,
Georgia
|
$4.41M
|
+$259K
|
+8,561
|
+6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.51M
|
-$3.9M
|
-128,874
|
-51%
|
|
|
19
|
|
$3.21M
|
+$2.87M
|
+94,912
|
+592%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$3.08M
|
-$31.1K
|
-1,028
|
-1%
|
|
|
21
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3M
|
+$183K
|
+6,050
|
+6%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.99M
|
-$2.18M
|
-72,129
|
-41%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$2.64M
|
-$40.1K
|
-1,325
|
-1%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.49M
|
-$344K
|
-11,378
|
-12%
|
|
|
25
|
|
$2.09M
|
+$2.18M
|
+72,138
|
New
|
|
