|
1
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$174M
|
–
|
–
|
–
|
|
|
2
|
|
$171M
|
-$23.5M
|
-407,287
|
-12%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$120M
|
+$917K
|
+15,918
|
+0.8%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$75.9M
|
+$1.09M
|
+18,984
|
+1%
|
|
|
5
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$68.9M
|
+$2.15M
|
+37,367
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$63.4M
|
+$8.42M
|
+146,241
|
+15%
|
|
|
7
|
Ascent Group
Virginia Beach,
Virginia
|
$60.8M
|
+$11.6M
|
+202,004
|
+24%
|
|
|
8
|
|
$47.1M
|
-$1.33M
|
-23,155
|
-3%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$44.7M
|
-$2.59M
|
-44,973
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$42.1M
|
+$12.4M
|
+214,909
|
+42%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.1M
|
-$660K
|
-11,463
|
-2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$33.7M
|
+$7.12M
|
+123,540
|
+27%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$33.2M
|
+$1.8M
|
+31,272
|
+6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$29.9M
|
-$17.5M
|
-304,131
|
-37%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
-$2.86M
|
-49,622
|
-11%
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$21.3M
|
+$1.53M
|
+26,485
|
+8%
|
|
|
17
|
Evolve Private Wealth
Los Angeles,
California
|
$20.2M
|
+$20.1M
|
+349,393
|
New
|
|
|
18
|
Stokes Family Office
New Orleans,
Louisiana
|
$18.6M
|
+$2.84M
|
+49,379
|
+18%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$18M
|
-$914K
|
-15,868
|
-5%
|
|
|
20
|
Equitable Holdings
New York
|
$15.7M
|
+$1.77M
|
+30,698
|
+13%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$163K
|
+2,836
|
+1%
|
|
|
22
|
|
$11.6M
|
+$11.5M
|
+200,000
|
New
|
|
|
23
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.2M
|
-$627K
|
-10,882
|
-5%
|
|
|
24
|
JT Stratford LLC
Gainesville,
Georgia
|
$11.1M
|
+$11M
|
+191,796
|
New
|
|
|
25
|
Hixon Zuercher
Findlay,
Ohio
|
$9.44M
|
-$26.6K
|
-461
|
-0.3%
|
|
