|
1
|
Mariner
Overland Park,
Kansas
|
$58.5M
|
+$1.56M
|
+35,652
|
+3%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$23.1M
|
+$546K
|
+12,501
|
+2%
|
|
|
3
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$21.6M
|
+$1.29M
|
+29,457
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
+$1.07M
|
+24,582
|
+11%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.7M
|
-$1.29M
|
-29,534
|
-11%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$9.69M
|
+$5.36M
|
+122,757
|
+124%
|
|
|
7
|
Global Retirement Partners
San Rafael,
California
|
$8.69M
|
+$8.7M
|
+199,344
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.59M
|
+$34.8K
|
+797
|
+0.5%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.86M
|
+$6.87M
|
+157,263
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.27M
|
-$684K
|
-15,675
|
-10%
|
|
|
11
|
|
$5.48M
|
+$328K
|
+7,521
|
+6%
|
|
|
12
|
|
$4.33M
|
+$326K
|
+7,468
|
+8%
|
|
|
13
|
Summit Financial
Parsippany,
New Jersey
|
$3.45M
|
+$289K
|
+6,619
|
+9%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$3.34M
|
-$6.82M
|
-156,165
|
-67%
|
|
|
15
|
Cannon Financial Strategists
Athens,
Georgia
|
$3.16M
|
+$1.98M
|
+45,291
|
+167%
|
|
|
16
|
PFG Advisors
Phoenix,
Arizona
|
$2.63M
|
-$4.4M
|
-100,710
|
-63%
|
|
|
17
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$2.56M
|
-$7.06M
|
-161,592
|
-73%
|
|
|
18
|
|
$2.4M
|
+$318K
|
+7,271
|
+15%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$2.22M
|
+$2.23M
|
+50,992
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$2.02M
|
-$75.7K
|
-1,733
|
-4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.69M
|
+$158K
|
+3,611
|
+10%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.43M
|
+$643K
|
+14,719
|
+82%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
-$528K
|
-12,101
|
-28%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$1.29M
|
+$686K
|
+15,701
|
+113%
|
|
|
25
|
|
$1.15M
|
+$1.15M
|
+26,347
|
New
|
|
