|
1
|
Mariner
Overland Park,
Kansas
|
$17M
|
+$13.9M
|
+682,200
|
+268%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
+$2.09M
|
+102,379
|
+1,475%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$1.72M
|
+$161K
|
+7,858
|
+9%
|
|
|
4
|
|
$1.53M
|
-$3.76M
|
-183,918
|
-68%
|
|
|
5
|
MCF Advisors
Covington,
Kentucky
|
$1.46M
|
+$1.63M
|
+79,826
|
+12,854%
|
|
|
6
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.24M
|
+$31.8K
|
+1,557
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$951K
|
+$1.07M
|
+52,415
|
New
|
|
|
8
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$618K
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$488K
|
-$588K
|
-28,747
|
-52%
|
|
|
10
|
WealthSource Partners
San Luis Obispo,
California
|
$456K
|
-$6.64K
|
-325
|
-1%
|
|
|
11
|
Old Port Advisors
Portland,
Maine
|
$441K
|
+$440K
|
+21,519
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$367K
|
-$16.6K
|
-814
|
-4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$319K
|
-$11.6K
|
-567
|
-3%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$290K
|
–
|
–
|
–
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$210K
|
-$86.4K
|
-4,225
|
-27%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$209K
|
+$238K
|
+11,629
|
New
|
|
|
17
|
Western Wealth Management
Golden,
Colorado
|
$189K
|
+$217K
|
+10,611
|
New
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$149K
|
+$82
|
+4
|
+0%
|
|
|
19
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$112K
|
+$262K
|
+12,840
|
New
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$89K
|
-$229K
|
-11,210
|
-70%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$78K
|
–
|
–
|
–
|
|
|
22
|
Phocas Financial Corp
Alameda,
California
|
$40K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$23K
|
+$25.6K
|
+1,250
|
New
|
|
|
24
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$15K
|
-$16.4K
|
-803
|
-50%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
