|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$16.1M
|
-$1.32M
|
-29,220
|
-8%
|
|
|
2
|
|
$3.65M
|
+$865K
|
+19,069
|
+31%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.31M
|
+$205K
|
+4,521
|
+7%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.91M
|
+$2.95M
|
+65,085
|
New
|
|
|
5
|
|
$2.89M
|
+$158K
|
+3,482
|
+6%
|
|
|
6
|
Cannon Financial Strategists
Athens,
Georgia
|
$2.3M
|
+$2.33M
|
+51,419
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.1M
|
-$210K
|
-4,631
|
-9%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$1.38M
|
-$6.82M
|
-150,443
|
-83%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.32M
|
+$1.34M
|
+29,547
|
New
|
|
|
10
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$1.22M
|
+$183K
|
+4,045
|
+17%
|
|
|
11
|
Columbus Macro
New Castle,
Pennsylvania
|
$819K
|
-$107K
|
-2,353
|
-11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$773K
|
-$133K
|
-2,933
|
-15%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$642K
|
-$6.07M
|
-133,961
|
-90%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$493K
|
+$33.2K
|
+732
|
+7%
|
|
|
15
|
J.W. Cole Advisors
Tampa,
Florida
|
$471K
|
-$2.99K
|
-66
|
-0.6%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$441K
|
-$2.55M
|
-56,154
|
-85%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$424K
|
-$69.2K
|
-1,527
|
-14%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$333K
|
-$295K
|
-6,500
|
-47%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$327K
|
+$4.99K
|
+110
|
+2%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$300K
|
+$304K
|
+6,712
|
New
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$264K
|
+$267K
|
+5,892
|
New
|
|
|
23
|
JGP Wealth Management
Bend,
Oregon
|
$258K
|
–
|
–
|
–
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
$256K
|
–
|
–
|
–
|
|
|
25
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$237K
|
+$240K
|
+5,289
|
New
|
|
