|
1
|
Mariner
Overland Park,
Kansas
|
$35.2M
|
-$8.38M
|
-201,834
|
-20%
|
|
|
2
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$23.5M
|
+$554K
|
+13,336
|
+3%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$15.3M
|
-$1.85M
|
-44,598
|
-11%
|
|
|
4
|
PFG Advisors
Phoenix,
Arizona
|
$6.45M
|
+$113K
|
+2,722
|
+2%
|
|
|
5
|
|
$3.57M
|
+$2.79M
|
+67,295
|
+452%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
+$2.17M
|
+52,295
|
New
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.23M
|
-$138K
|
-3,315
|
-6%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.14M
|
+$252K
|
+6,080
|
+14%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.94M
|
-$204K
|
-4,924
|
-10%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.78M
|
+$663K
|
+15,966
|
+64%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.71M
|
-$125K
|
-3,002
|
-7%
|
|
|
12
|
|
$1.68M
|
-$8.32M
|
-200,343
|
-84%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.6M
|
+$942K
|
+22,700
|
+160%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.52M
|
+$924K
|
+22,254
|
+175%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$978K
|
-$28.7M
|
-690,719
|
-97%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$537K
|
+$513K
|
+12,352
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$529K
|
-$112K
|
-2,692
|
-18%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$452K
|
-$386K
|
-9,299
|
-47%
|
|
|
19
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$441K
|
+$421K
|
+10,145
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$389K
|
-$384K
|
-9,255
|
-51%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$366K
|
+$80K
|
+1,927
|
+30%
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$364K
|
+$348K
|
+8,378
|
New
|
|
|
23
|
Rice Partnership
Honolulu,
Hawaii
|
$333K
|
+$33K
|
+794
|
+12%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$285K
|
-$27.1K
|
-652
|
-9%
|
|
|
25
|
JGP Wealth Management
Bend,
Oregon
|
$250K
|
–
|
–
|
–
|
|
