|
1
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$126M
|
+$5.43M
|
+49,837
|
+5%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$97.9M
|
-$491K
|
-4,503
|
-0.5%
|
|
|
3
|
Rockland Trust
Hanover,
Massachusetts
|
$93M
|
+$18.5K
|
+170
|
+0%
|
|
|
4
|
Trust Point Inc
La Crosse,
Wisconsin
|
$75.8M
|
+$2.5M
|
+22,912
|
+4%
|
|
|
5
|
|
$43.9M
|
+$638K
|
+5,852
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$24.6M
|
-$729K
|
-6,681
|
-3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$24.2M
|
+$172K
|
+1,577
|
+0.7%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$20.1M
|
+$173K
|
+1,586
|
+0.9%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$18.4M
|
+$300K
|
+2,753
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17.6M
|
+$3.6M
|
+33,006
|
+27%
|
|
|
11
|
Lutz Financial Services
Omaha,
Nebraska
|
$13M
|
-$86.4K
|
-792
|
-0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
-$87.6K
|
-803
|
-0.7%
|
|
|
13
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$10.6M
|
-$2.75M
|
-25,253
|
-21%
|
|
|
14
|
Balanced Wealth Group
Westlake,
Ohio
|
$10.2M
|
+$9.71M
|
+89,036
|
New
|
|
|
15
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$9.65M
|
+$56.4K
|
+517
|
+0.6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.39M
|
-$1.7M
|
-15,631
|
-18%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.38M
|
+$33.6K
|
+308
|
+0.4%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$7.83M
|
+$3.92M
|
+35,910
|
+98%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$6.14M
|
-$109K
|
-1,001
|
-2%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.03M
|
-$3.19M
|
-29,218
|
-36%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$5.11M
|
-$75.4K
|
-691
|
-2%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$4.53M
|
-$3.96M
|
-36,318
|
-48%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.2M
|
+$586K
|
+5,378
|
+17%
|
|
|
24
|
&Partners
Nashville,
Tennessee
|
$3.82M
|
+$30.5K
|
+280
|
+0.8%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$3.76M
|
+$361K
|
+3,312
|
+11%
|
|
