|
1
|
Mariner
Overland Park,
Kansas
|
$40.9M
|
+$2.72M
|
+62,485
|
+7%
|
|
|
2
|
CGN Advisors
Manhattan,
Kansas
|
$30.5M
|
+$3.15M
|
+72,528
|
+11%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$16.2M
|
+$514K
|
+11,829
|
+3%
|
|
|
4
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$11.5M
|
–
|
–
|
–
|
|
|
5
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.34M
|
-$81.3K
|
-1,872
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.32M
|
-$144K
|
-3,322
|
-6%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.82M
|
+$11.7K
|
+269
|
+0.6%
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.8M
|
-$174K
|
-3,995
|
-9%
|
|
|
9
|
|
$1.77M
|
+$81.3K
|
+1,870
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.74M
|
+$65K
|
+1,496
|
+4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$920K
|
-$220K
|
-5,057
|
-19%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$858K
|
+$13.4K
|
+308
|
+2%
|
|
|
13
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$817K
|
–
|
–
|
–
|
|
|
14
|
|
$747K
|
-$2.51M
|
-57,786
|
-77%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$458K
|
-$35.2K
|
-809
|
-7%
|
|
|
16
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$428K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$322K
|
+$262K
|
+6,022
|
+416%
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$313K
|
-$13.7K
|
-316
|
-4%
|
|
|
19
|
Rice Partnership
Honolulu,
Hawaii
|
$307K
|
+$43.7K
|
+1,005
|
+16%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$289K
|
+$291K
|
+6,699
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$274K
|
-$56.8K
|
-1,307
|
-17%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$251K
|
-$619K
|
-14,241
|
-71%
|
|
|
23
|
JGP Wealth Management
Bend,
Oregon
|
$248K
|
–
|
–
|
–
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$211K
|
+$213K
|
+4,900
|
New
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$203K
|
-$999
|
-23
|
-0.5%
|
|
