|
1
|
Mariner
Overland Park,
Kansas
|
$78.9M
|
+$1.11M
|
+9,946
|
+1%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.7M
|
+$32.8K
|
+295
|
+0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$1.41M
|
+12,654
|
+8%
|
|
|
4
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.7M
|
+$1.04M
|
+9,351
|
+7%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15.9M
|
+$433K
|
+3,894
|
+3%
|
|
|
6
|
|
$15.5M
|
+$382K
|
+3,429
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
-$1.65M
|
-14,849
|
-12%
|
|
|
8
|
LJI Wealth Management
Indianapolis,
Indiana
|
$11M
|
+$484K
|
+4,352
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.8M
|
+$347K
|
+3,120
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.34M
|
-$186K
|
-1,670
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$7.92M
|
+$246K
|
+2,210
|
+3%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$7.21M
|
-$205K
|
-1,846
|
-3%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.15M
|
+$717K
|
+6,444
|
+12%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.55M
|
-$15.5K
|
-139
|
-0.2%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.84M
|
-$23K
|
-207
|
-0.5%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$4.17M
|
+$93.2K
|
+838
|
+2%
|
|
|
17
|
|
$4.05M
|
+$43.8K
|
+394
|
+1%
|
|
|
18
|
Stephen J. Garry & Associates
Garden City,
New York
|
$3.96M
|
-$65.8K
|
-591
|
-2%
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.94M
|
+$864K
|
+7,769
|
+29%
|
|
|
20
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$3.66M
|
+$1.01M
|
+9,102
|
+40%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$3.54M
|
+$1.04M
|
+9,362
|
+43%
|
|
|
22
|
|
$3.41M
|
+$709K
|
+6,370
|
+27%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$3.2M
|
–
|
–
|
–
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$3.13M
|
+$34.2K
|
+307
|
+1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.95M
|
-$85.2K
|
-766
|
-3%
|
|
