|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$39.8M
|
+$1.47M
|
+74,602
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$27.6M
|
-$1.31M
|
-66,629
|
-4%
|
|
|
3
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$24.4M
|
+$1.09M
|
+55,686
|
+5%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$14.3M
|
+$157K
|
+7,974
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$4.61M
|
+234,790
|
+48%
|
|
|
6
|
Potomac Fund Management
Miami,
Florida
|
$6.39M
|
+$6.45M
|
+328,266
|
New
|
|
|
7
|
|
$5.31M
|
+$277K
|
+14,092
|
+5%
|
|
|
8
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$5.01M
|
+$5.06M
|
+257,500
|
New
|
|
|
9
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.96M
|
+$1.24M
|
+63,161
|
+33%
|
|
|
10
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$4.64M
|
+$140K
|
+7,125
|
+3%
|
|
|
11
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$4.13M
|
+$4.17M
|
+212,207
|
New
|
|
|
12
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$4.1M
|
–
|
–
|
–
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$3.2M
|
+$3.23M
|
+164,399
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.15M
|
+$203K
|
+10,323
|
+7%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.11M
|
-$1.11M
|
-56,311
|
-26%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.11M
|
-$1.11M
|
-56,311
|
-26%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.99M
|
-$115K
|
-5,829
|
-4%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.85M
|
+$243K
|
+12,355
|
+9%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.67M
|
+$2.69M
|
+136,967
|
New
|
|
|
20
|
|
$2.65M
|
+$2.67M
|
+135,933
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.46M
|
+$156K
|
+7,952
|
+7%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.13M
|
-$174K
|
-8,853
|
-7%
|
|
|
23
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.89M
|
+$1.91M
|
+97,124
|
New
|
|
|
24
|
|
$1.67M
|
+$1.69M
|
+85,787
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.58M
|
+$102K
|
+5,199
|
+7%
|
|
