|
1
|
Mariner
Overland Park,
Kansas
|
$49.6M
|
-$794K
|
-18,133
|
-2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.8M
|
+$11.5M
|
+261,967
|
+77%
|
|
|
3
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$22.5M
|
+$105K
|
+2,395
|
+0.5%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$19.1M
|
+$647K
|
+14,771
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.47M
|
+$3.6M
|
+82,117
|
+96%
|
|
|
6
|
PFG Advisors
Phoenix,
Arizona
|
$6.45M
|
+$409K
|
+9,334
|
+7%
|
|
|
7
|
TAP Consulting
Kirkwood,
Missouri
|
$5.41M
|
+$328K
|
+7,479
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.82M
|
+$1.76M
|
+40,163
|
+59%
|
|
|
9
|
|
$4.37M
|
+$707K
|
+16,139
|
+20%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.11M
|
-$193K
|
-4,403
|
-8%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.04M
|
-$120K
|
-2,735
|
-6%
|
|
|
12
|
|
$1.98M
|
-$258K
|
-5,896
|
-12%
|
|
|
13
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.24M
|
+$8.98K
|
+205
|
+0.7%
|
|
|
14
|
|
$967K
|
+$22.7K
|
+518
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$692K
|
+$3.07K
|
+70
|
+0.5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$611K
|
+$91.7K
|
+2,094
|
+18%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$572K
|
+$350
|
+8
|
+0.1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$560K
|
-$27.8K
|
-635
|
-5%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$533K
|
–
|
–
|
–
|
|
|
20
|
Concurrent Investment Advisors
Tampa,
Florida
|
$527K
|
+$519K
|
+11,841
|
New
|
|
|
21
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$452K
|
–
|
–
|
–
|
|
|
22
|
Rice Partnership
Honolulu,
Hawaii
|
$346K
|
-$11.7K
|
-267
|
-3%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$264K
|
+$102K
|
+2,332
|
+65%
|
|
|
24
|
JGP Wealth Management
Bend,
Oregon
|
$256K
|
–
|
–
|
–
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$238K
|
+$964
|
+22
|
+0.4%
|
|
