|
1
|
Mariner
Overland Park,
Kansas
|
$75.5M
|
+$317K
|
+3,063
|
+0.5%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.7M
|
-$219K
|
-2,113
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$2.72M
|
+26,284
|
+21%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$16M
|
+$947K
|
+9,149
|
+7%
|
|
|
5
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.8M
|
+$13.5M
|
+130,579
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$2.36M
|
+22,808
|
+23%
|
|
|
7
|
LJI Wealth Management
Indianapolis,
Indiana
|
$9.88M
|
+$274K
|
+2,649
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.93M
|
+$201K
|
+1,942
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.86M
|
-$951K
|
-9,195
|
-11%
|
|
|
10
|
|
$8.03M
|
+$675K
|
+6,527
|
+10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$7.76M
|
-$4.39M
|
-42,434
|
-38%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$7.47M
|
-$159K
|
-1,539
|
-2%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.5M
|
–
|
–
|
–
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.16M
|
+$465K
|
+4,498
|
+9%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.83M
|
-$28.8K
|
-278
|
-0.6%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$4.09M
|
+$31.6K
|
+305
|
+0.9%
|
|
|
17
|
Stephen J. Garry & Associates
Garden City,
New York
|
$4.03M
|
-$15.5K
|
-150
|
-0.4%
|
|
|
18
|
|
$3.87M
|
–
|
–
|
–
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$3.16M
|
-$53.6K
|
-518
|
-2%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$3.11M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
+$709K
|
+6,848
|
+33%
|
|
|
22
|
|
$2.66M
|
-$27.4K
|
-265
|
-1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$2.44M
|
-$6.31K
|
-61
|
-0.3%
|
|
|
24
|
Mendel Capital Management
Little Rock,
Arkansas
|
$2.29M
|
-$17.1K
|
-165
|
-0.8%
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.28M
|
+$1.37M
|
+13,247
|
+194%
|
|
