|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$39.9M
|
+$2.35M
|
+131,295
|
+6%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$36.1M
|
+$240K
|
+13,368
|
+0.7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.1M
|
-$1.36M
|
-75,822
|
-4%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$11.3M
|
+$1.25M
|
+69,944
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.57M
|
+$1.69M
|
+94,512
|
+26%
|
|
|
6
|
Acima Private Wealth
Richmond,
Virginia
|
$6.59M
|
+$167K
|
+9,331
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.94M
|
-$16.7M
|
-928,697
|
-78%
|
|
|
8
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$3.93M
|
+$3.81M
|
+212,336
|
New
|
|
|
9
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.9M
|
-$3.31M
|
-184,710
|
-47%
|
|
|
10
|
Fortress Wealth Management
Culver City,
California
|
$3.34M
|
+$3.23M
|
+180,433
|
New
|
|
|
11
|
|
$3.27M
|
-$181K
|
-10,076
|
-5%
|
|
|
12
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$2.93M
|
+$153K
|
+8,534
|
+6%
|
|
|
13
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$2.78M
|
+$2.69M
|
+150,284
|
New
|
|
|
14
|
|
$2.72M
|
+$1.03M
|
+57,334
|
+64%
|
|
|
15
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.66M
|
+$262K
|
+14,608
|
+11%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.4M
|
+$83.2K
|
+4,638
|
+4%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$2.37M
|
+$2.3M
|
+128,154
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.16M
|
+$24.3K
|
+1,353
|
+1%
|
|
|
19
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.03M
|
+$3.59K
|
+200
|
+0.2%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.35M
|
-$161K
|
-9,003
|
-11%
|
|
|
21
|
Seed Wealth Management
Evanston,
Illinois
|
$1.32M
|
+$84.3K
|
+4,700
|
+7%
|
|
|
22
|
|
$1.31M
|
+$248K
|
+13,835
|
+24%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.28M
|
-$1.76M
|
-98,206
|
-59%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.21M
|
+$76.8K
|
+4,281
|
+7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.15M
|
-$587K
|
-32,718
|
-34%
|
|
