|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$23.4M
|
+$22.6M
|
+552,317
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$645K
|
-15,774
|
-4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
-$19.4K
|
-473
|
-0.2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
-$1.7M
|
-41,576
|
-13%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.3M
|
-$4.21M
|
-102,992
|
-30%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
-$196K
|
-4,795
|
-2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.29M
|
+$5.13M
|
+125,349
|
+178%
|
|
|
8
|
Hartford Financial Management
Hartford,
Connecticut
|
$7.54M
|
-$19.9K
|
-486
|
-0.3%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$5.48M
|
+$380K
|
+9,295
|
+8%
|
|
|
10
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$3.99M
|
+$2.11M
|
+51,633
|
+121%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.77M
|
-$62.8K
|
-1,534
|
-2%
|
|
|
12
|
|
$3.13M
|
+$1.42M
|
+34,632
|
+88%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.83M
|
+$802K
|
+19,597
|
+42%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$2.5M
|
-$59.2K
|
-1,446
|
-2%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.17M
|
+$155K
|
+3,785
|
+8%
|
|
|
16
|
|
$1.19M
|
-$471K
|
-11,501
|
-29%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.17M
|
-$126K
|
-3,080
|
-10%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$1.13M
|
+$43.5K
|
+1,062
|
+4%
|
|
|
19
|
Pinnacle Associates
New York
|
$948K
|
–
|
–
|
–
|
|
|
20
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$948K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$812K
|
-$972K
|
-23,752
|
-55%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$797K
|
+$190K
|
+4,649
|
+33%
|
|
|
23
|
|
$771K
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$723K
|
+$24.3K
|
+593
|
+4%
|
|
|
25
|
LexAurum Advisors
Overland Park,
Kansas
|
$614K
|
-$94.2K
|
-2,303
|
-14%
|
|
