|
1
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$53.9M
|
-$10.9M
|
-205,289
|
-17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$47.6M
|
+$374K
|
+7,024
|
+0.8%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$38.7M
|
-$503K
|
-9,442
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$32M
|
+$1.37M
|
+25,608
|
+4%
|
|
|
5
|
Hartford Financial Management
Hartford,
Connecticut
|
$17.3M
|
-$228K
|
-4,283
|
-1%
|
|
|
6
|
Aprio Wealth Management
Atlanta,
Georgia
|
$16.6M
|
+$334K
|
+6,270
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
-$462K
|
-8,674
|
-3%
|
|
|
8
|
|
$14.3M
|
-$972K
|
-18,222
|
-6%
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$12.1M
|
+$117K
|
+2,202
|
+1%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
+$316K
|
+5,925
|
+3%
|
|
|
11
|
Appleton Partners
Boston,
Massachusetts
|
$10M
|
+$38K
|
+712
|
+0.4%
|
|
|
12
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$9.98M
|
-$295K
|
-5,528
|
-3%
|
|
|
13
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$9.17M
|
+$1.33M
|
+24,956
|
+17%
|
|
|
14
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$8.46M
|
+$252K
|
+4,731
|
+3%
|
|
|
15
|
|
$7.98M
|
+$6.9M
|
+129,361
|
+496%
|
|
|
16
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$7.7M
|
+$7.83M
|
+146,873
|
New
|
|
|
17
|
Tocqueville Asset Management
New York
|
$7.36M
|
+$10.1K
|
+189
|
+0.1%
|
|
|
18
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.34M
|
+$7.46M
|
+139,921
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$7.07M
|
+$549K
|
+10,302
|
+8%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$7M
|
+$1.37M
|
+25,654
|
+23%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.75M
|
-$3.53M
|
-66,194
|
-34%
|
|
|
22
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$6.06M
|
+$136K
|
+2,556
|
+2%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$5.65M
|
+$11.1K
|
+208
|
+0.2%
|
|
|
24
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.77M
|
-$232K
|
-4,360
|
-5%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.82M
|
+$172K
|
+3,234
|
+5%
|
|
