|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$28.8M
|
+$530K
|
+11,640
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
+$1.69K
|
+37
|
+0%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
+$3.21M
|
+70,540
|
+27%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
-$150K
|
-3,291
|
-1%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.97M
|
+$455K
|
+9,988
|
+5%
|
|
|
6
|
Hartford Financial Management
Hartford,
Connecticut
|
$8.3M
|
-$46K
|
-1,009
|
-0.6%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$7.17M
|
+$402K
|
+8,836
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.99M
|
+$953K
|
+20,918
|
+24%
|
|
|
9
|
|
$4.47M
|
+$805K
|
+17,667
|
+22%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.37M
|
+$76K
|
+1,669
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$3.31M
|
-$491K
|
-10,768
|
-13%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.86M
|
+$113K
|
+2,478
|
+4%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$2.81M
|
+$245K
|
+5,373
|
+10%
|
|
|
14
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.79M
|
+$180K
|
+3,962
|
+7%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.37M
|
+$557K
|
+12,237
|
+31%
|
|
|
16
|
WBI Investments
Red Bank,
New Jersey
|
$1.92M
|
+$644K
|
+14,139
|
+51%
|
|
|
17
|
Menard Financial Group
Houston,
Texas
|
$1.74M
|
+$1.73M
|
+37,932
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
-$4.58M
|
-100,495
|
-79%
|
|
|
19
|
Pinnacle Associates
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
20
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.03M
|
–
|
–
|
–
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$912K
|
-$292K
|
-6,406
|
-24%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$815K
|
+$183K
|
+4,027
|
+29%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$810K
|
-$945K
|
-20,752
|
-54%
|
|
|
24
|
|
$799K
|
-$155K
|
-3,400
|
-16%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$781K
|
-$98K
|
-2,152
|
-11%
|
|
