|
1
|
Mariner
Overland Park,
Kansas
|
$48.2M
|
+$13.1M
|
+309,799
|
+38%
|
|
|
2
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$21.4M
|
-$678K
|
-16,057
|
-3%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$17.6M
|
+$155K
|
+3,667
|
+0.9%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
+$13.7M
|
+325,329
|
+2,314%
|
|
|
5
|
PFG Advisors
Phoenix,
Arizona
|
$5.78M
|
+$175K
|
+4,135
|
+3%
|
|
|
6
|
TAP Consulting
Kirkwood,
Missouri
|
$4.86M
|
+$521K
|
+12,336
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.65M
|
+$459K
|
+10,871
|
+15%
|
|
|
8
|
|
$3.49M
|
-$8.28K
|
-196
|
-0.2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.9M
|
+$1.13M
|
+26,858
|
+65%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
+$92.1K
|
+2,180
|
+4%
|
|
|
11
|
|
$2.15M
|
+$2.13M
|
+50,442
|
New
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.07M
|
-$201K
|
-4,765
|
-9%
|
|
|
13
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.18M
|
-$64.3K
|
-1,523
|
-5%
|
|
|
14
|
|
$903K
|
+$879K
|
+20,810
|
+5,391%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$659K
|
+$45.6K
|
+1,080
|
+8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$563K
|
+$930
|
+22
|
+0.2%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$547K
|
+$37.3K
|
+882
|
+7%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$510K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$496K
|
+$20.1K
|
+475
|
+4%
|
|
|
20
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$432K
|
–
|
–
|
–
|
|
|
21
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$363K
|
+$6K
|
+142
|
+2%
|
|
|
22
|
Rice Partnership
Honolulu,
Hawaii
|
$343K
|
+$42
|
+1
|
+0%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$289K
|
-$1.71M
|
-40,454
|
-86%
|
|
|
24
|
JGP Wealth Management
Bend,
Oregon
|
$245K
|
–
|
–
|
–
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$227K
|
-$52.4K
|
-1,240
|
-19%
|
|
