|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$56.4M
|
-$407K
|
-8,476
|
-0.7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$1.39M
|
+28,904
|
+3%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$38.3M
|
-$1.36M
|
-28,217
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.8M
|
+$275K
|
+5,722
|
+1%
|
|
|
5
|
Hartford Financial Management
Hartford,
Connecticut
|
$16M
|
+$272K
|
+5,661
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
-$711K
|
-14,794
|
-5%
|
|
|
7
|
|
$13.1M
|
-$11.9K
|
-247
|
-0.1%
|
|
|
8
|
Goldstein Advisors
Madison,
Wisconsin
|
$11.8M
|
-$306K
|
-6,364
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.78M
|
+$3.6M
|
+74,870
|
+62%
|
|
|
10
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$9.62M
|
+$198K
|
+4,113
|
+2%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.6M
|
+$111K
|
+2,302
|
+1%
|
|
|
12
|
Appleton Partners
Boston,
Massachusetts
|
$9.23M
|
+$150K
|
+3,113
|
+2%
|
|
|
13
|
Tocqueville Asset Management
New York
|
$7.82M
|
+$40.9K
|
+851
|
+0.5%
|
|
|
14
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$7.66M
|
+$152K
|
+3,161
|
+2%
|
|
|
15
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$6.65M
|
+$333K
|
+6,934
|
+5%
|
|
|
16
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$5.59M
|
+$59.4K
|
+1,236
|
+1%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.38M
|
+$5.19M
|
+108,088
|
New
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$5.38M
|
-$5.24K
|
-109
|
-0.1%
|
|
|
19
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.75M
|
+$211K
|
+4,393
|
+5%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.55M
|
+$437K
|
+9,093
|
+11%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.15M
|
-$1.04M
|
-21,546
|
-21%
|
|
|
22
|
First Pacific Financial
Vancouver,
Washington
|
$3.56M
|
-$94.7K
|
-1,970
|
-3%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.95M
|
-$105K
|
-2,179
|
-4%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.86M
|
-$7.96M
|
-165,572
|
-74%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
-$6.39K
|
-133
|
-0.2%
|
|
