|
26
|
Mariner
Overland Park,
Kansas
|
$3.3M
|
+$471K
|
+10,207
|
+18%
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$3.26M
|
-$705K
|
-15,276
|
-19%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.16M
|
-$1.71M
|
-37,000
|
-37%
|
|
|
29
|
Beam Wealth Advisors
Covington,
Louisiana
|
$2.96M
|
+$1.06M
|
+23,049
|
+63%
|
|
|
30
|
Level Four Advisory Services
Dallas,
Texas
|
$2.36M
|
–
|
–
|
–
|
|
|
31
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.31M
|
–
|
–
|
–
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.16M
|
-$5.82K
|
-126
|
-0.3%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.07M
|
+$471K
|
+10,194
|
+32%
|
|
|
34
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.93M
|
+$843K
|
+18,251
|
+89%
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$1.88M
|
+$1.51M
|
+32,802
|
+667%
|
|
|
36
|
|
$1.8M
|
+$35.1K
|
+761
|
+2%
|
|
|
37
|
IEQ Capital
Foster City,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
38
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.59M
|
+$26.3K
|
+570
|
+2%
|
|
|
39
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.51M
|
+$350K
|
+7,579
|
+33%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$1.41M
|
+$293K
|
+6,336
|
+29%
|
|
|
41
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$1.24M
|
–
|
–
|
–
|
|
|
42
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.2M
|
+$283K
|
+6,120
|
+34%
|
|
|
43
|
Kendall Capital Management
Rockville,
Maryland
|
$1.17M
|
+$1.08M
|
+23,500
|
New
|
|
|
44
|
Shelton Wealth Management
Fort Worth,
Texas
|
$1.08M
|
-$8.31K
|
-180
|
-0.8%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06M
|
-$120K
|
-2,595
|
-11%
|
|
|
46
|
Creekside Partners
Petaluma,
California
|
$1.01M
|
+$1.15K
|
+25
|
+0.1%
|
|
|
47
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.01M
|
-$284K
|
-6,157
|
-23%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
$925K
|
-$990K
|
-21,438
|
-54%
|
|
|
49
|
NewEdge Advisors
New Orleans,
Louisiana
|
$775K
|
-$145K
|
-3,132
|
-17%
|
|
|
50
|
CreativeOne Wealth
Overland Park,
Kansas
|
$730K
|
+$41K
|
+889
|
+6%
|
|
