|
1
|
Mariner
Overland Park,
Kansas
|
$54M
|
-$1M
|
-14,032
|
-2%
|
|
|
2
|
RWA Wealth Partners
Newton,
Massachusetts
|
$30.9M
|
+$7.48M
|
+104,862
|
+33%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$16.5M
|
+$1.67M
|
+23,396
|
+12%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$9.05M
|
-$143K
|
-2,006
|
-2%
|
|
|
5
|
|
$6.16M
|
+$130K
|
+1,822
|
+2%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$4.65M
|
+$2.16M
|
+30,348
|
+92%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$437K
|
-6,130
|
-9%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$4.48M
|
-$2.43M
|
-34,084
|
-36%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
-$6.29M
|
-88,300
|
-64%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.38M
|
+$29.8K
|
+418
|
+0.9%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.37M
|
+$44.5K
|
+624
|
+1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.21M
|
+$141K
|
+1,978
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.26M
|
-$306K
|
-4,292
|
-12%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.15M
|
-$137K
|
-1,918
|
-6%
|
|
|
15
|
|
$2.01M
|
–
|
–
|
–
|
|
|
16
|
Franklin Resources
San Mateo,
California
|
$1.96M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.85M
|
-$8.55K
|
-120
|
-0.5%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
+$87.3K
|
+1,224
|
+5%
|
|
|
19
|
Trellis Advisors
Ellensburg,
Washington
|
$1.59M
|
-$112K
|
-1,576
|
-7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.51M
|
-$16K
|
-224
|
-1%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.51M
|
+$1.47M
|
+20,608
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
+$696K
|
+9,766
|
+107%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.16M
|
-$53.3K
|
-748
|
-5%
|
|
|
24
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.14M
|
-$1.57K
|
-22
|
-0.1%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$1.13M
|
+$163K
|
+2,288
|
+17%
|
|
