|
1
|
Lutz Financial Services
Omaha,
Nebraska
|
$21M
|
+$2.49M
|
+42,226
|
+14%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$10.9M
|
+$9.42M
|
+159,862
|
+729%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.94M
|
-$4.42M
|
-74,904
|
-33%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$8.33M
|
+$364K
|
+6,176
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.21M
|
+$1.13M
|
+19,110
|
+19%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.55M
|
+$442K
|
+7,498
|
+7%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.99M
|
–
|
–
|
–
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.62M
|
-$16.7K
|
-284
|
-0.3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.37M
|
+$435K
|
+7,376
|
+9%
|
|
|
10
|
|
$4.47M
|
+$598K
|
+10,148
|
+16%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.07M
|
+$20K
|
+340
|
+0.5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.93M
|
+$89K
|
+1,510
|
+3%
|
|
|
13
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.88M
|
–
|
–
|
–
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.41M
|
+$163K
|
+2,766
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.37M
|
-$833K
|
-14,128
|
-26%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
+$398K
|
+6,748
|
+21%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$2.08M
|
-$241K
|
-4,094
|
-11%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$2.06M
|
–
|
–
|
–
|
|
|
19
|
BB&T Securities
Richmond,
Virginia
|
$2.04M
|
+$133K
|
+2,254
|
+7%
|
|
|
20
|
|
$1.98M
|
+$1.95M
|
+33,100
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.34M
|
-$1.09M
|
-18,428
|
-45%
|
|
|
22
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.34M
|
+$24.3K
|
+412
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.3M
|
+$943
|
+16
|
+0.1%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.16M
|
-$81.1K
|
-1,376
|
-7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.1M
|
-$98.2K
|
-1,666
|
-8%
|
|
