|
1
|
Mariner
Overland Park,
Kansas
|
$51.9M
|
+$149K
|
+3,411
|
+0.3%
|
|
|
2
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$27.3M
|
+$1.63M
|
+37,381
|
+6%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$20.9M
|
+$637K
|
+14,584
|
+3%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.9M
|
-$1.25M
|
-28,528
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$1.25M
|
+28,579
|
+10%
|
|
|
6
|
First National Corp
Rockland,
Massachusetts
|
$11.3M
|
-$173K
|
-3,967
|
-2%
|
|
|
7
|
PFG Advisors
Phoenix,
Arizona
|
$7.13M
|
+$304K
|
+6,964
|
+5%
|
|
|
8
|
Global Retirement Partners
San Rafael,
California
|
$6.36M
|
+$596K
|
+13,653
|
+10%
|
|
|
9
|
|
$5M
|
-$254K
|
-5,807
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.94M
|
+$1.86M
|
+42,674
|
+92%
|
|
|
11
|
|
$3.25M
|
-$510K
|
-11,675
|
-14%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.25M
|
+$199K
|
+4,549
|
+7%
|
|
|
13
|
Summit Financial
Parsippany,
New Jersey
|
$2.76M
|
+$2.73M
|
+62,479
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$2.49M
|
+$708K
|
+16,218
|
+40%
|
|
|
15
|
|
$2.36M
|
-$2.66M
|
-60,905
|
-53%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.72M
|
-$21.1K
|
-482
|
-1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$1.54M
|
-35,307
|
-50%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$1.51M
|
+$621K
|
+14,213
|
+71%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.48M
|
+$190K
|
+4,343
|
+15%
|
|
|
20
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.16M
|
-$14.5K
|
-332
|
-1%
|
|
|
21
|
5T Wealth
Napa,
California
|
$1.08M
|
+$421K
|
+9,645
|
+65%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
-$1.04M
|
-23,788
|
-50%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$918K
|
+$297K
|
+6,795
|
+49%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$540K
|
+$1.97K
|
+45
|
+0.4%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$504K
|
–
|
–
|
–
|
|
