|
1
|
Mariner
Overland Park,
Kansas
|
$51.8M
|
-$1.46K
|
-33
|
-0%
|
|
|
2
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$29.6M
|
+$2.24M
|
+50,635
|
+8%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$22.1M
|
+$1.25M
|
+28,158
|
+6%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.1M
|
-$1.83M
|
-41,294
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.79M
|
-$4M
|
-90,309
|
-29%
|
|
|
6
|
Global Retirement Partners
San Rafael,
California
|
$8.53M
|
+$2.18M
|
+49,165
|
+34%
|
|
|
7
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$8.13M
|
+$8.15M
|
+184,040
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.07M
|
+$3.14M
|
+70,930
|
+80%
|
|
|
9
|
PFG Advisors
Phoenix,
Arizona
|
$7.01M
|
-$121K
|
-2,737
|
-2%
|
|
|
10
|
|
$5.09M
|
+$90.6K
|
+2,046
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$4.76M
|
+$2.27M
|
+51,345
|
+91%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.02M
|
+$768K
|
+17,356
|
+24%
|
|
|
13
|
|
$3.78M
|
+$531K
|
+12,003
|
+16%
|
|
|
14
|
|
$2.95M
|
+$585K
|
+13,218
|
+25%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
$2.71M
|
-$49.1K
|
-1,109
|
-2%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$2.07M
|
+$561K
|
+12,679
|
+37%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.9M
|
+$1.91M
|
+43,039
|
New
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.82M
|
+$102K
|
+2,294
|
+6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
-$53K
|
-1,197
|
-4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$164K
|
-3,698
|
-10%
|
|
|
21
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.17M
|
+$8.41K
|
+190
|
+0.7%
|
|
|
22
|
5T Wealth
Napa,
California
|
$1.1M
|
+$21.5K
|
+486
|
+2%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$6.29K
|
+142
|
+0.6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$962K
|
+$44.1K
|
+995
|
+5%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$504K
|
–
|
–
|
–
|
|
