|
1
|
Mariner
Overland Park,
Kansas
|
$58.9M
|
-$1.59M
|
-18,512
|
-3%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.9M
|
-$12.6M
|
-146,660
|
-42%
|
|
|
3
|
|
$15.1M
|
+$9.6M
|
+112,416
|
+171%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
+$147K
|
+1,718
|
+1%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.1M
|
+$152K
|
+1,772
|
+1%
|
|
|
6
|
|
$8.39M
|
-$119K
|
-1,390
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$7.97M
|
-$143K
|
-1,670
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.82M
|
+$564K
|
+6,582
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.61M
|
-$312K
|
-3,642
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.13M
|
-$1.97M
|
-22,928
|
-21%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.83M
|
-$1.73M
|
-20,172
|
-20%
|
|
|
12
|
LJI Wealth Management
Indianapolis,
Indiana
|
$6.19M
|
+$6.27M
|
+73,116
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.05M
|
-$335K
|
-3,910
|
-5%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$6M
|
-$43.7K
|
-510
|
-0.7%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.69M
|
+$55.2K
|
+644
|
+1%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.07M
|
-$2.25M
|
-26,228
|
-36%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$3.28M
|
+$362K
|
+4,226
|
+12%
|
|
|
18
|
|
$2.82M
|
–
|
–
|
–
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.79M
|
+$2.82M
|
+32,912
|
New
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$2.76M
|
+$1.5M
|
+17,476
|
+116%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.73M
|
+$150K
|
+1,750
|
+6%
|
|
|
22
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.49M
|
+$3.09K
|
+36
|
+0.1%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$2.32M
|
–
|
–
|
–
|
|
|
24
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.49M
|
+$468K
|
+5,456
|
+45%
|
|
|
25
|
Trellis Advisors
Ellensburg,
Washington
|
$1.48M
|
-$80.3K
|
-936
|
-5%
|
|
