|
1
|
Mariner
Overland Park,
Kansas
|
$47.4M
|
+$46.8M
|
+772,004
|
New
|
|
|
2
|
Lutz Financial Services
Omaha,
Nebraska
|
$18.3M
|
-$3.11M
|
-51,198
|
-15%
|
|
|
3
|
Rockland Trust
Hanover,
Massachusetts
|
$17.7M
|
+$6.47M
|
+106,588
|
+59%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$8.7M
|
+$509K
|
+8,388
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.38M
|
+$974K
|
+16,050
|
+13%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.25M
|
+$529K
|
+8,724
|
+8%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.14M
|
–
|
–
|
–
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.76M
|
-$364
|
-6
|
-0%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.6M
|
+$99K
|
+1,632
|
+2%
|
|
|
10
|
|
$5.45M
|
+$852K
|
+14,048
|
+19%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.26M
|
+$93.3K
|
+1,538
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
+$593K
|
+9,776
|
+20%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.51M
|
-$5.58M
|
-92,022
|
-62%
|
|
|
14
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.95M
|
–
|
–
|
–
|
|
|
15
|
|
$2.85M
|
+$803K
|
+13,238
|
+40%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.67M
|
+$289K
|
+4,758
|
+12%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.51M
|
+$36.8K
|
+606
|
+2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.34M
|
+$1.95M
|
+32,130
|
+534%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.27M
|
-$150K
|
-2,474
|
-6%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$2.26M
|
+$175K
|
+2,878
|
+9%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$2.12M
|
–
|
–
|
–
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$1.8M
|
-$292K
|
-4,812
|
-14%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.5M
|
+$119K
|
+1,954
|
+9%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.33M
|
-$6.55K
|
-108
|
-0.5%
|
|
|
25
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.32M
|
-$51.3K
|
-846
|
-4%
|
|
