|
1
|
Mariner
Overland Park,
Kansas
|
$74.3M
|
+$1.42M
|
+12,971
|
+2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
-$242K
|
-2,202
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.6M
|
+$767K
|
+6,983
|
+5%
|
|
|
4
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.9M
|
+$587K
|
+5,345
|
+4%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$14.8M
|
-$622K
|
-5,662
|
-4%
|
|
|
6
|
|
$14.4M
|
+$6.71M
|
+61,123
|
+86%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$43.7K
|
+398
|
+0.3%
|
|
|
8
|
LJI Wealth Management
Indianapolis,
Indiana
|
$10M
|
+$455K
|
+4,145
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.02M
|
+$400K
|
+3,644
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.15M
|
-$402K
|
-3,663
|
-5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$7.33M
|
-$163K
|
-1,487
|
-2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$6.98M
|
-$118K
|
-1,072
|
-2%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$6.8M
|
+$6.61M
|
+60,232
|
+3,317%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.28M
|
–
|
–
|
–
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.12M
|
+$179K
|
+1,634
|
+3%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.65M
|
-$20K
|
-182
|
-0.4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.53M
|
+$1.54M
|
+14,033
|
+51%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$3.89M
|
-$61.4K
|
-559
|
-2%
|
|
|
19
|
Stephen J. Garry & Associates
Garden City,
New York
|
$3.85M
|
-$39.5K
|
-360
|
-1%
|
|
|
20
|
|
$3.83M
|
+$88.9K
|
+810
|
+2%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$3M
|
–
|
–
|
–
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$2.95M
|
-$96.4K
|
-878
|
-3%
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.91M
|
+$714K
|
+6,499
|
+32%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.9M
|
+$1.52M
|
+13,813
|
+109%
|
|
|
25
|
|
$2.56M
|
-$3.73K
|
-34
|
-0.1%
|
|
