|
1
|
Mariner
Overland Park,
Kansas
|
$50.4M
|
-$297K
|
-4,618
|
-0.6%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12M
|
-$1.49M
|
-23,084
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$4.58M
|
+71,134
|
+79%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$8.29M
|
-$515K
|
-8,008
|
-6%
|
|
|
5
|
|
$5.29M
|
-$237K
|
-3,680
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.89M
|
-$724K
|
-11,254
|
-14%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.33M
|
+$4M
|
+62,170
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.07M
|
+$119K
|
+1,856
|
+3%
|
|
|
9
|
|
$3.48M
|
+$3.22M
|
+50,000
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.42M
|
-$937K
|
-14,560
|
-23%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.23M
|
+$56.4K
|
+876
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
+$1.41M
|
+21,912
|
+91%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.57M
|
+$421K
|
+6,542
|
+22%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.4M
|
-$111K
|
-1,722
|
-5%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.28M
|
-$107K
|
-1,664
|
-5%
|
|
|
16
|
Gateway Advisory
Westfield,
New Jersey
|
$2.06M
|
+$1.9M
|
+29,556
|
New
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$1.91M
|
-$40.7K
|
-632
|
-2%
|
|
|
18
|
|
$1.83M
|
-$64.4K
|
-1,000
|
-4%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
+$96.9K
|
+1,506
|
+6%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.82M
|
-$2.61M
|
-40,480
|
-61%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
-$1.85M
|
-28,674
|
-55%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.54M
|
+$48K
|
+746
|
+3%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.49M
|
+$1.38M
|
+21,440
|
New
|
|
|
24
|
Trellis Advisors
Ellensburg,
Washington
|
$1.48M
|
-$8.88K
|
-138
|
-0.6%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
-$106K
|
-1,640
|
-8%
|
|
