|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$61.8M
|
-$336K
|
-6,709
|
-0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$45.1M
|
+$1.95M
|
+38,838
|
+5%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$37.5M
|
-$1.01M
|
-20,069
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
+$382K
|
+7,637
|
+1%
|
|
|
5
|
Hartford Financial Management
Hartford,
Connecticut
|
$16.7M
|
+$621K
|
+12,394
|
+4%
|
|
|
6
|
Aprio Wealth Management
Atlanta,
Georgia
|
$15.5M
|
+$15.5M
|
+310,338
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$318K
|
+6,358
|
+2%
|
|
|
8
|
|
$14.6M
|
+$1.38M
|
+27,580
|
+10%
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$11.4M
|
-$394K
|
-7,860
|
-3%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4M
|
+$751K
|
+14,994
|
+8%
|
|
|
11
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$9.81M
|
+$139K
|
+2,784
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.76M
|
-$79.3K
|
-1,583
|
-0.8%
|
|
|
13
|
Appleton Partners
Boston,
Massachusetts
|
$9.52M
|
+$238K
|
+4,756
|
+3%
|
|
|
14
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$7.84M
|
+$135K
|
+2,698
|
+2%
|
|
|
15
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$7.5M
|
+$817K
|
+16,321
|
+12%
|
|
|
16
|
Tocqueville Asset Management
New York
|
$7.02M
|
-$841K
|
-16,801
|
-11%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$6.24M
|
+$823K
|
+16,438
|
+15%
|
|
|
18
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$5.66M
|
+$36.3K
|
+725
|
+0.6%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.48M
|
+$914K
|
+18,244
|
+20%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$5.39M
|
-$25.7K
|
-513
|
-0.5%
|
|
|
21
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.77M
|
-$4.01K
|
-80
|
-0.1%
|
|
|
22
|
First Pacific Financial
Vancouver,
Washington
|
$3.59M
|
+$8.06K
|
+161
|
+0.2%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.49M
|
-$689K
|
-13,752
|
-16%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.96M
|
+$77.3K
|
+1,544
|
+3%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.85M
|
-$114K
|
-2,271
|
-4%
|
|
