|
1
|
Mariner
Overland Park,
Kansas
|
$51M
|
-$353K
|
-8,209
|
-0.7%
|
|
|
2
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$25.4M
|
+$4.14M
|
+96,360
|
+20%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$19.9M
|
+$212K
|
+4,932
|
+1%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.8M
|
-$691K
|
-16,065
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$460K
|
+10,696
|
+4%
|
|
|
6
|
First National Corp
Rockland,
Massachusetts
|
$11.3M
|
+$11.2M
|
+259,691
|
New
|
|
|
7
|
PFG Advisors
Phoenix,
Arizona
|
$6.73M
|
-$10.1K
|
-235
|
-0.2%
|
|
|
8
|
Global Retirement Partners
San Rafael,
California
|
$5.68M
|
+$5.6M
|
+130,133
|
New
|
|
|
9
|
|
$5.19M
|
-$288K
|
-6,696
|
-5%
|
|
|
10
|
|
$4.99M
|
+$3.56M
|
+82,745
|
+262%
|
|
|
11
|
|
$3.72M
|
+$797K
|
+18,539
|
+28%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
+$881K
|
+20,486
|
+41%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.01M
|
-$51.5K
|
-1,198
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
-$509K
|
-11,832
|
-20%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.03M
|
-$119K
|
-2,756
|
-6%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$1.75M
|
+$768K
|
+17,864
|
+80%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.72M
|
-$69.5K
|
-1,615
|
-4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
+$235K
|
+5,455
|
+23%
|
|
|
19
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.16M
|
-$85K
|
-1,977
|
-7%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$870K
|
+$206K
|
+4,798
|
+32%
|
|
|
21
|
5T Wealth
Napa,
California
|
$643K
|
+$327K
|
+7,602
|
+106%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$610K
|
+$4.26K
|
+99
|
+0.7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$531K
|
+$128K
|
+2,977
|
+32%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$498K
|
+$491K
|
+11,407
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$470K
|
+$17.9K
|
+416
|
+4%
|
|
