|
1
|
Mariner
Overland Park,
Kansas
|
$35.2M
|
+$528K
|
+12,323
|
+2%
|
|
|
2
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$22.3M
|
-$928K
|
-21,660
|
-4%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$17.6M
|
+$2.49M
|
+58,206
|
+17%
|
|
|
4
|
PFG Advisors
Phoenix,
Arizona
|
$5.64M
|
-$716K
|
-16,716
|
-11%
|
|
|
5
|
TAP Consulting
Kirkwood,
Missouri
|
$4.36M
|
+$4.36M
|
+101,752
|
New
|
|
|
6
|
|
$3.53M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.21M
|
+$1.29M
|
+30,186
|
+68%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.29M
|
+$91.5K
|
+2,136
|
+4%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.23M
|
+$124K
|
+2,888
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
+$631K
|
+14,734
|
+42%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.03M
|
+$2.02M
|
+47,230
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.99M
|
+$408K
|
+9,527
|
+26%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.77M
|
+$81.1K
|
+1,893
|
+5%
|
|
|
14
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.25M
|
-$499K
|
-11,652
|
-29%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$617K
|
+$256K
|
+5,979
|
+71%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$603K
|
+$81.7K
|
+1,908
|
+16%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$566K
|
+$182K
|
+4,254
|
+48%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$513K
|
-$16.6K
|
-388
|
-3%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$513K
|
+$267K
|
+6,228
|
+109%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$479K
|
+$32.1K
|
+750
|
+7%
|
|
|
21
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$435K
|
–
|
–
|
–
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$359K
|
–
|
–
|
–
|
|
|
23
|
Rice Partnership
Honolulu,
Hawaii
|
$345K
|
+$16.7K
|
+391
|
+5%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$281K
|
+$557
|
+13
|
+0.2%
|
|
|
25
|
JGP Wealth Management
Bend,
Oregon
|
$247K
|
–
|
–
|
–
|
|
