|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53M
|
-$25.6M
|
-1,477,740
|
-34%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$34.5M
|
+$811K
|
+46,755
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$31.9M
|
-$503K
|
-29,013
|
-2%
|
|
|
4
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$31.8M
|
+$12.1M
|
+699,343
|
+67%
|
|
|
5
|
Marshall Wace
London,
United Kingdom
|
$15.8M
|
+$10.5M
|
+603,477
|
+227%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$7.64M
|
+$7.26M
|
+418,632
|
+54,157%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.59M
|
+$3M
|
+173,193
|
+130%
|
|
|
8
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$5.33M
|
+$85.4K
|
+4,928
|
+2%
|
|
|
9
|
Wavelength Capital Management
Westport,
Connecticut
|
$5.27M
|
+$849K
|
+48,964
|
+20%
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
$5.22M
|
-$365K
|
-21,027
|
-7%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$4.69M
|
+$4.47M
|
+257,737
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.28M
|
+$4.07M
|
+234,797
|
New
|
|
|
13
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$4.1M
|
+$3.9M
|
+225,039
|
New
|
|
|
14
|
|
$3.27M
|
-$920K
|
-53,091
|
-23%
|
|
|
15
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.68M
|
-$1.38M
|
-79,633
|
-36%
|
|
|
16
|
Hilltop Holdings
Dallas,
Texas
|
$2.52M
|
-$333K
|
-19,186
|
-12%
|
|
|
17
|
International Assets Investment Management
Orlando,
Florida
|
$2.39M
|
+$660K
|
+38,069
|
+45%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.23M
|
-$27.6K
|
-1,595
|
-1%
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.9M
|
+$867K
|
+50,020
|
+92%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.89M
|
+$210K
|
+12,101
|
+13%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.85M
|
-$130K
|
-7,498
|
-7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
+$239K
|
+13,793
|
+16%
|
|
|
23
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.84M
|
+$103K
|
+5,928
|
+6%
|
|
|
24
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.78M
|
+$62.5K
|
+3,603
|
+4%
|
|
|
25
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.76M
|
+$1.68M
|
+96,673
|
New
|
|
