|
1
|
Lutz Financial Services
Omaha,
Nebraska
|
$16.3M
|
+$1.22M
|
+20,032
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$348K
|
+5,700
|
+3%
|
|
|
3
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$7.79M
|
+$287K
|
+4,692
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.36M
|
-$3.29M
|
-53,792
|
-31%
|
|
|
5
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.21M
|
–
|
–
|
–
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.36M
|
-$1.27M
|
-20,814
|
-19%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.32M
|
+$101K
|
+1,654
|
+2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.67M
|
+$557K
|
+9,120
|
+14%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.06M
|
-$33.8K
|
-554
|
-0.8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.7M
|
-$183K
|
-2,994
|
-5%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.98M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
+$153K
|
+2,508
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.47M
|
+$702K
|
+11,496
|
+41%
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$2.1M
|
+$2.07M
|
+33,824
|
New
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.94M
|
-$562K
|
-9,200
|
-23%
|
|
|
16
|
|
$1.75M
|
-$293K
|
-4,800
|
-15%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$1.4M
|
+$1.37M
|
+22,448
|
New
|
|
|
18
|
|
$1.31M
|
+$1.29M
|
+21,100
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
+$147K
|
+2,410
|
+13%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
+$832K
|
+13,620
|
+339%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$842K
|
+$224K
|
+3,674
|
+37%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$661K
|
–
|
–
|
–
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$510K
|
+$183K
|
+2,994
|
+57%
|
|
|
25
|
PFG Advisors
Phoenix,
Arizona
|
$499K
|
+$163K
|
+2,668
|
+50%
|
|
