|
1
|
Mariner
Overland Park,
Kansas
|
$65.2M
|
+$60.4M
|
+728,910
|
New
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.1M
|
+$2.99M
|
+36,036
|
+14%
|
|
|
3
|
Madison Asset Management
Madison,
Wisconsin
|
$15.9M
|
+$14.8M
|
+178,292
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
-$381K
|
-4,590
|
-3%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13.1M
|
-$971K
|
-11,714
|
-7%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$10.5M
|
-$174K
|
-2,100
|
-2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.9M
|
+$4.54M
|
+54,708
|
+98%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$6.87M
|
+$340K
|
+4,106
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.55M
|
+$552K
|
+6,660
|
+10%
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.86M
|
+$343K
|
+4,140
|
+7%
|
|
|
11
|
|
$5.74M
|
-$259K
|
-3,128
|
-5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.7M
|
-$107K
|
-1,290
|
-2%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.1M
|
-$936K
|
-11,286
|
-17%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.9M
|
+$1.26M
|
+15,236
|
+39%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.6M
|
+$1.2M
|
+14,522
|
+39%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.26M
|
+$64.2K
|
+774
|
+2%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.05M
|
+$2.46M
|
+29,680
|
+673%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.92M
|
+$232K
|
+2,794
|
+9%
|
|
|
19
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.88M
|
-$2.76M
|
-33,238
|
-51%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$2.75M
|
+$53.4K
|
+644
|
+2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.6M
|
+$203K
|
+2,452
|
+9%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.42M
|
+$243K
|
+2,934
|
+12%
|
|
|
24
|
|
$2.06M
|
-$274K
|
-3,300
|
-13%
|
|
|
25
|
Trellis Advisors
Ellensburg,
Washington
|
$1.78M
|
-$84.9K
|
-1,024
|
-5%
|
|
