|
1
|
Mariner
Overland Park,
Kansas
|
$56.4M
|
+$1.02M
|
+11,714
|
+2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.1M
|
-$1.67M
|
-19,166
|
-5%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.7M
|
+$11.8M
|
+135,250
|
New
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$9.99M
|
+$439K
|
+5,036
|
+4%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.87M
|
-$2.05M
|
-23,544
|
-16%
|
|
|
6
|
|
$7.94M
|
+$5.44M
|
+62,360
|
+163%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.49M
|
+$1.02M
|
+11,748
|
+14%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.26M
|
-$178K
|
-2,044
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.62M
|
+$1.21M
|
+13,898
|
+20%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.23M
|
+$1.97M
|
+22,562
|
+40%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$6.07M
|
-$64.7K
|
-742
|
-1%
|
|
|
12
|
|
$5.57M
|
+$803K
|
+9,210
|
+15%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.2M
|
+$10.6K
|
+122
|
+0.2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.2M
|
-$801K
|
-9,190
|
-15%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
-$1.1M
|
-12,562
|
-19%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.03M
|
-$3.03M
|
-34,740
|
-41%
|
|
|
17
|
|
$2.63M
|
-$13.1M
|
-150,000
|
-82%
|
|
|
18
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.36M
|
-$42.7K
|
-490
|
-2%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$2.17M
|
–
|
–
|
–
|
|
|
20
|
Trellis Advisors
Ellensburg,
Washington
|
$1.46M
|
-$12.9K
|
-148
|
-0.8%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.44M
|
+$99.6K
|
+1,142
|
+7%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$1.34M
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.27M
|
–
|
–
|
–
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.21M
|
+$108K
|
+1,234
|
+9%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$1.16M
|
+$439K
|
+5,038
|
+52%
|
|
