|
1
|
Lutz Financial Services
Omaha,
Nebraska
|
$20.5M
|
+$3.62M
|
+56,496
|
+22%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$1.61M
|
+25,058
|
+15%
|
|
|
3
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$7.74M
|
+$209K
|
+3,258
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.99M
|
-$634K
|
-9,890
|
-8%
|
|
|
5
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.44M
|
–
|
–
|
–
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.11M
|
+$588K
|
+9,178
|
+11%
|
|
|
7
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.97M
|
+$3.07M
|
+48,000
|
+100%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.41M
|
-$136K
|
-2,120
|
-2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.01M
|
+$161K
|
+2,512
|
+3%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.25M
|
+$36.1K
|
+564
|
+0.9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.85M
|
+$11K
|
+172
|
+0.3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.57M
|
+$648K
|
+10,108
|
+22%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$2.99M
|
+$810K
|
+12,644
|
+37%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.92M
|
+$353K
|
+5,516
|
+14%
|
|
|
15
|
|
$2.26M
|
+$438K
|
+6,842
|
+24%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.21M
|
+$202K
|
+3,150
|
+10%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$1.75M
|
+$354K
|
+5,528
|
+25%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
-$11.8K
|
-184
|
-0.9%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.3M
|
+$1.29M
|
+20,126
|
New
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$873K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$692K
|
+$6.41K
|
+100
|
+0.9%
|
|
|
23
|
PFG Advisors
Phoenix,
Arizona
|
$661K
|
+$199K
|
+3,104
|
+39%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$581K
|
+$52.5K
|
+820
|
+10%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$547K
|
+$96.3K
|
+1,504
|
+22%
|
|
