|
1
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.3M
|
+$1.34M
|
+22,242
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$1.73M
|
+28,720
|
+20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.76M
|
-$4.05M
|
-67,256
|
-29%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$7.13M
|
+$240K
|
+3,978
|
+3%
|
|
|
5
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.31M
|
-$1.95M
|
-32,398
|
-23%
|
|
|
6
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.9M
|
+$6.03M
|
+100,000
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.96M
|
+$130K
|
+2,164
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.9M
|
+$295K
|
+4,888
|
+8%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.89M
|
+$37.6K
|
+624
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.69M
|
+$57.2K
|
+948
|
+2%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.83M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.52M
|
-$212K
|
-3,522
|
-8%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.39M
|
+$32K
|
+530
|
+1%
|
|
|
14
|
|
$1.95M
|
+$53.7K
|
+890
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.67M
|
+$280K
|
+4,652
|
+20%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
-$80.5K
|
-1,336
|
-7%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$933K
|
+$740K
|
+12,268
|
+346%
|
|
|
19
|
|
$636K
|
+$650K
|
+10,784
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$628K
|
+$12.1K
|
+200
|
+2%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$583K
|
+$83K
|
+1,376
|
+16%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$561K
|
+$87.2K
|
+1,446
|
+18%
|
|
|
23
|
KeyBank National Association
Cleveland,
Ohio
|
$421K
|
-$12.3K
|
-204
|
-3%
|
|
|
24
|
|
$395K
|
-$326K
|
-5,412
|
-45%
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$386K
|
-$11.8K
|
-196
|
-3%
|
|
