|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$64.7M
|
+$2.73M
|
+47,555
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$52.1M
|
-$2.34M
|
-40,823
|
-5%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$28.6M
|
-$15.1M
|
-263,298
|
-36%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25M
|
-$11.2M
|
-195,177
|
-32%
|
|
|
5
|
Hartford Financial Management
Hartford,
Connecticut
|
$19.4M
|
-$391K
|
-6,811
|
-2%
|
|
|
6
|
|
$18.6M
|
+$2.14M
|
+37,327
|
+14%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
-$293K
|
-5,110
|
-2%
|
|
|
8
|
Aprio Wealth Management
Atlanta,
Georgia
|
$15.5M
|
-$3.4M
|
-59,248
|
-19%
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$13.9M
|
+$3.84K
|
+67
|
+0%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.2M
|
+$320K
|
+5,578
|
+3%
|
|
|
11
|
|
$11.7M
|
+$2.25M
|
+39,184
|
+25%
|
|
|
12
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$11.4M
|
-$46.4K
|
-809
|
-0.4%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$11M
|
+$2.73M
|
+47,571
|
+35%
|
|
|
14
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$10.8M
|
+$282K
|
+4,922
|
+3%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.7M
|
+$9.07M
|
+158,256
|
+823%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.2M
|
+$6.61M
|
+115,264
|
+213%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.96M
|
+$2.12M
|
+36,912
|
+29%
|
|
|
18
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$9.71M
|
+$6.25K
|
+109
|
+0.1%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.71M
|
+$1.53M
|
+26,762
|
+20%
|
|
|
20
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$8.98M
|
+$535K
|
+9,337
|
+7%
|
|
|
21
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$8.67M
|
-$62.2K
|
-1,085
|
-0.7%
|
|
|
22
|
Tocqueville Asset Management
New York
|
$8.53M
|
+$82.8K
|
+1,444
|
+1%
|
|
|
23
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$6.99M
|
+$30K
|
+523
|
+0.5%
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$5.69M
|
-$755K
|
-13,164
|
-12%
|
|
|
25
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$5.48M
|
+$12.8K
|
+224
|
+0.2%
|
|
