|
1
|
Mariner
Overland Park,
Kansas
|
$38.9M
|
+$2.18M
|
+50,141
|
+6%
|
|
|
2
|
CGN Advisors
Manhattan,
Kansas
|
$27.8M
|
+$16.2M
|
+371,592
|
+141%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$16M
|
+$1.39M
|
+31,968
|
+10%
|
|
|
4
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$11.5M
|
–
|
–
|
–
|
|
|
5
|
|
$3.29M
|
+$2.37M
|
+54,504
|
+264%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.5M
|
+$515K
|
+11,839
|
+26%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.46M
|
-$25.1K
|
-576
|
-1%
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$2.01M
|
-$158K
|
-3,635
|
-7%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.84M
|
+$21.2K
|
+488
|
+1%
|
|
|
10
|
|
$1.72M
|
-$5.02M
|
-115,359
|
-75%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.7M
|
-$66.8K
|
-1,534
|
-4%
|
|
|
12
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$1.27M
|
-$50.6K
|
-1,162
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.16M
|
-$91.6K
|
-2,104
|
-7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$879K
|
-$308K
|
-7,086
|
-26%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$860K
|
+$525K
|
+12,071
|
+160%
|
|
|
16
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$831K
|
–
|
–
|
–
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$537K
|
-$674K
|
-15,483
|
-56%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$501K
|
-$21.9K
|
-502
|
-4%
|
|
|
19
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$435K
|
+$432K
|
+9,935
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$350K
|
-$1.82M
|
-41,707
|
-84%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$336K
|
+$66.8K
|
+1,534
|
+25%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$332K
|
-$31.6K
|
-727
|
-9%
|
|
|
23
|
Rice Partnership
Honolulu,
Hawaii
|
$268K
|
+$15.1K
|
+347
|
+6%
|
|
|
24
|
JGP Wealth Management
Bend,
Oregon
|
$252K
|
–
|
–
|
–
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$207K
|
+$3.22K
|
+74
|
+2%
|
|
