|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$35.2M
|
+$1.34M
|
+73,843
|
+4%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$35.2M
|
+$487K
|
+26,929
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.7M
|
-$6.94M
|
-383,636
|
-18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$32.3M
|
-$289K
|
-15,975
|
-0.9%
|
|
|
5
|
Cambria Investment Management
Manhattan Beach,
California
|
$15M
|
-$469K
|
-25,911
|
-3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$10.2M
|
+$2.26M
|
+125,114
|
+29%
|
|
|
7
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.22M
|
+$3.35M
|
+185,158
|
+70%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.61M
|
-$433K
|
-23,957
|
-5%
|
|
|
9
|
Wavelength Capital Management
Westport,
Connecticut
|
$5.83M
|
+$22.1K
|
+1,224
|
+0.4%
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
$5.33M
|
-$7.74K
|
-428
|
-0.1%
|
|
|
11
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$5.2M
|
-$120K
|
-6,654
|
-2%
|
|
|
12
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.66M
|
-$29.6K
|
-1,638
|
-0.8%
|
|
|
13
|
|
$3.43M
|
+$612K
|
+33,853
|
+22%
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$2.84M
|
+$2.3M
|
+127,172
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.79M
|
-$1.55M
|
-85,873
|
-36%
|
|
|
16
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$2.59M
|
+$314K
|
+17,362
|
+14%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.33M
|
+$247K
|
+13,650
|
+12%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.19M
|
+$62.1K
|
+3,432
|
+3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.04M
|
-$241K
|
-13,335
|
-11%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.02M
|
+$306K
|
+16,894
|
+18%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.78M
|
-$69.7K
|
-3,854
|
-4%
|
|
|
22
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.58M
|
-$659K
|
-36,401
|
-30%
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.44M
|
+$766K
|
+42,331
|
+116%
|
|
|
24
|
Seed Wealth Management
Evanston,
Illinois
|
$1.25M
|
-$169K
|
-9,350
|
-12%
|
|
|
25
|
AXS Investments
Port Chester,
New York
|
$1.23M
|
+$1.21M
|
+67,000
|
New
|
|
