|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$26.7M
|
+$2.14M
|
+49,104
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$190K
|
-4,355
|
-1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$697K
|
-15,972
|
-6%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.1M
|
+$343K
|
+7,867
|
+3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.12M
|
+$415K
|
+9,517
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.9M
|
-$3.54M
|
-81,083
|
-29%
|
|
|
7
|
Hartford Financial Management
Hartford,
Connecticut
|
$7.99M
|
+$79.3K
|
+1,818
|
+1%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$6.11M
|
+$345K
|
+7,915
|
+6%
|
|
|
9
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$4.68M
|
+$489K
|
+11,210
|
+12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.95M
|
-$9.38K
|
-215
|
-0.2%
|
|
|
11
|
|
$3.88M
|
+$582K
|
+13,333
|
+18%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.7M
|
-$7.01M
|
-160,829
|
-66%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.2M
|
+$229K
|
+5,246
|
+8%
|
|
|
14
|
First Pacific Financial
Vancouver,
Washington
|
$2.5M
|
-$122K
|
-2,796
|
-5%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.45M
|
+$170K
|
+3,897
|
+8%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.16M
|
+$2.12M
|
+48,591
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.73M
|
+$861K
|
+19,744
|
+103%
|
|
|
18
|
WBI Investments
Red Bank,
New Jersey
|
$1.24M
|
+$1.22M
|
+27,903
|
New
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.19M
|
-$36.2K
|
-830
|
-3%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$1.07M
|
-$110K
|
-2,530
|
-10%
|
|
|
21
|
|
$1.07M
|
+$256K
|
+5,868
|
+32%
|
|
|
22
|
Flow Traders U.S.
New York
|
$1M
|
+$750K
|
+17,207
|
+321%
|
|
|
23
|
Pinnacle Associates
New York
|
$995K
|
–
|
–
|
–
|
|
|
24
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$995K
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$951K
|
+$189K
|
+4,328
|
+25%
|
|
