|
1
|
Financial Advisors
Andover,
Massachusetts
|
$57.6M
|
+$1.09M
|
+34,030
|
+2%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.8M
|
-$188K
|
-5,877
|
-1%
|
|
|
3
|
Scotia Capital
Toronto,
Ontario, Canada
|
$14.9M
|
+$138K
|
+4,314
|
+1%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.7M
|
+$383K
|
+12,008
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$630K
|
+19,738
|
+7%
|
|
|
6
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$9.99M
|
-$304K
|
-9,514
|
-3%
|
|
|
7
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.99M
|
-$153K
|
-4,780
|
-2%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$5.75M
|
+$180K
|
+5,645
|
+3%
|
|
|
9
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$4.96M
|
+$126K
|
+3,964
|
+3%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.1M
|
+$933K
|
+29,233
|
+85%
|
|
|
11
|
Equitable Holdings
New York
|
$1.11M
|
+$561K
|
+17,582
|
+109%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$915K
|
-$436K
|
-13,678
|
-33%
|
|
|
13
|
|
$914K
|
+$885K
|
+27,723
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$779K
|
-$15.1M
|
-473,788
|
-95%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$743K
|
+$101K
|
+3,178
|
+16%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$609K
|
+$6.89K
|
+216
|
+1%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$522K
|
+$17.3K
|
+542
|
+4%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$469K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$459K
|
+$8.04K
|
+252
|
+2%
|
|
|
20
|
Raymond James Trust
St. Petersburg,
Florida
|
$399K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$360K
|
-$20.2K
|
-634
|
-5%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$344K
|
+$333K
|
+10,434
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$301K
|
+$6.96K
|
+218
|
+2%
|
|
|
24
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$279K
|
-$957
|
-30
|
-0.4%
|
|
|
25
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
