|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$16M
|
+$873K
|
+19,580
|
+5%
|
|
|
2
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.58M
|
+$874K
|
+19,590
|
+30%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.1M
|
-$29.6K
|
-663
|
-0.9%
|
|
|
4
|
|
$2.83M
|
+$105K
|
+2,356
|
+4%
|
|
|
5
|
Cannon Financial Strategists
Athens,
Georgia
|
$2.34M
|
+$181K
|
+4,057
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$82.2K
|
-1,842
|
-4%
|
|
|
7
|
|
$1.74M
|
-$1.79M
|
-40,211
|
-49%
|
|
|
8
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.28M
|
+$1.11M
|
+24,924
|
+471%
|
|
|
9
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$1.24M
|
+$98.4K
|
+2,206
|
+8%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
+$567K
|
+12,709
|
+115%
|
|
|
11
|
Columbus Macro
New Castle,
Pennsylvania
|
$780K
|
+$7.18K
|
+161
|
+0.9%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$699K
|
-$642K
|
-14,385
|
-47%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$686K
|
-$47.1K
|
-1,055
|
-6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$616K
|
+$10.1K
|
+226
|
+2%
|
|
|
15
|
J.W. Cole Advisors
Tampa,
Florida
|
$446K
|
+$1.11K
|
+25
|
+0.2%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$400K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$372K
|
+$61.2K
|
+1,371
|
+18%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$315K
|
+$6.91K
|
+155
|
+2%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$286K
|
-$30.1K
|
-675
|
-9%
|
|
|
20
|
CGN Advisors
Manhattan,
Kansas
|
$268K
|
+$283K
|
+6,353
|
New
|
|
|
21
|
JGP Wealth Management
Bend,
Oregon
|
$242K
|
–
|
–
|
–
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$242K
|
–
|
–
|
–
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$223K
|
+$3.35K
|
+75
|
+1%
|
|
|
24
|
Rice Partnership
Honolulu,
Hawaii
|
$222K
|
+$9.77K
|
+219
|
+4%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$182K
|
+$191K
|
+4,282
|
New
|
|
