|
1
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$94.3K
|
+1,574
|
+0.7%
|
|
|
2
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.4M
|
+$13.2M
|
+220,158
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.74M
|
+$669K
|
+11,164
|
+8%
|
|
|
4
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.49M
|
+$8.35M
|
+139,436
|
New
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$7.11M
|
+$7M
|
+116,822
|
New
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.99M
|
+$232K
|
+3,870
|
+5%
|
|
|
7
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.98M
|
+$68.8K
|
+1,148
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
-$69.1K
|
-1,154
|
-2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.72M
|
+$578K
|
+9,644
|
+19%
|
|
|
10
|
|
$3.6M
|
+$1.59M
|
+26,582
|
+82%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.92M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.82M
|
+$140K
|
+2,340
|
+5%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.43M
|
-$31.1K
|
-520
|
-1%
|
|
|
14
|
|
$1.95M
|
-$83.2K
|
-1,390
|
-4%
|
|
|
15
|
Timber Hill
Greenwich,
Connecticut
|
$1.45M
|
+$65.8K
|
+1,098
|
+5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
+$135K
|
+2,248
|
+11%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
+$94.4K
|
+1,576
|
+9%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
19
|
|
$1.03M
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$968K
|
+$729K
|
+12,180
|
+327%
|
|
|
21
|
|
$738K
|
+$128K
|
+2,138
|
+21%
|
|
|
22
|
|
$666K
|
-$310K
|
-5,184
|
-32%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$636K
|
–
|
–
|
–
|
|
|
24
|
Vanguard Group
Malvern,
Pennsylvania
|
$518K
|
+$13.3K
|
+222
|
+3%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$490K
|
+$62.3K
|
+1,040
|
+15%
|
|
