|
1
|
Bank of America
Charlotte,
North Carolina
|
$179M
|
-$4.53M
|
-87,549
|
-2%
|
|
|
2
|
|
$107M
|
-$23.6M
|
-456,528
|
-17%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$54.5M
|
-$5.27M
|
-102,020
|
-8%
|
|
|
4
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$39.6M
|
+$41.4M
|
+801,463
|
New
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$32.2M
|
-$7.75M
|
-149,912
|
-19%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.6M
|
+$32.1M
|
+620,924
|
+3,421%
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$28.4M
|
+$1.86M
|
+35,922
|
+7%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$26M
|
-$1.86M
|
-35,911
|
-6%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$25.3M
|
-$1.42M
|
-27,442
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$21.1M
|
+$4.06M
|
+78,537
|
+23%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$419K
|
+8,098
|
+2%
|
|
|
12
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$17.8M
|
+$9.97M
|
+192,930
|
+116%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
-$403K
|
-7,802
|
-2%
|
|
|
14
|
One Capital Management
Westlake Village,
California
|
$15.5M
|
-$485K
|
-9,376
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.4M
|
+$788K
|
+15,249
|
+5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$4.16M
|
-80,535
|
-25%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
-$7.05M
|
-136,356
|
-36%
|
|
|
18
|
Arkos Global Advisors
Houston,
Texas
|
$11.3M
|
-$704K
|
-13,622
|
-6%
|
|
|
19
|
Bennicas & Associates
Portola Valley,
California
|
$9.59M
|
-$168K
|
-3,250
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.03M
|
-$2.26M
|
-43,712
|
-19%
|
|
|
21
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$7.83M
|
+$136K
|
+2,632
|
+2%
|
|
|
22
|
|
$6.49M
|
+$1.13M
|
+21,826
|
+20%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.38M
|
-$3.58M
|
-69,292
|
-35%
|
|
|
24
|
Archvest Wealth Advisors
Concord,
California
|
$6.1M
|
-$167K
|
-3,224
|
-3%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5.84M
|
-$1.27M
|
-24,562
|
-17%
|
|
