|
1
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$182M
|
–
|
–
|
–
|
|
|
2
|
|
$165M
|
-$7.87M
|
-126,207
|
-4%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$114M
|
-$184K
|
-2,956
|
-0.2%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$96M
|
+$17.3M
|
+276,646
|
+21%
|
|
|
5
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$83.5M
|
+$11.9M
|
+191,408
|
+16%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$76.8M
|
+$10.9M
|
+174,769
|
+16%
|
|
|
7
|
|
$50.6M
|
+$1.43M
|
+22,965
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$44.8M
|
+$801K
|
+12,832
|
+2%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$43.6M
|
-$3.18M
|
-51,032
|
-7%
|
|
|
10
|
Ascent Group
Virginia Beach,
Virginia
|
$43.4M
|
-$20.8M
|
-332,999
|
-32%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$37.1M
|
+$1.94M
|
+31,062
|
+5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$36.8M
|
+$5.75M
|
+92,134
|
+18%
|
|
|
13
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$35.8M
|
+$36.9M
|
+591,848
|
New
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$35.4M
|
+$36.6M
|
+586,195
|
New
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$35.3M
|
+$642K
|
+10,287
|
+2%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.9M
|
-$7.11M
|
-113,963
|
-17%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.3M
|
+$5.24M
|
+84,049
|
+22%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$23.9M
|
+$1.71M
|
+27,399
|
+7%
|
|
|
19
|
Evolve Private Wealth
Los Angeles,
California
|
$22M
|
+$872K
|
+13,974
|
+4%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$19.5M
|
+$645K
|
+10,338
|
+3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$2.93M
|
+46,969
|
+19%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$16.4M
|
+$15M
|
+240,245
|
+788%
|
|
|
23
|
Equitable Holdings
New York
|
$16.2M
|
+$592K
|
+9,491
|
+4%
|
|
|
24
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.6M
|
-$7.05M
|
-113,014
|
-35%
|
|
|
25
|
JT Stratford LLC
Gainesville,
Georgia
|
$11.3M
|
-$309K
|
-4,957
|
-3%
|
|
