|
1
|
Mariner
Overland Park,
Kansas
|
$48.2M
|
+$582K
|
+9,622
|
+1%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$20.8M
|
+$3.63M
|
+59,980
|
+21%
|
|
|
3
|
Lutz Financial Services
Omaha,
Nebraska
|
$16.7M
|
-$1.64M
|
-27,060
|
-9%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$8.76M
|
+$10.8K
|
+178
|
+0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.11M
|
-$298K
|
-4,924
|
-4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.42M
|
+$142K
|
+2,344
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.79M
|
+$3.1M
|
+51,360
|
+88%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.17M
|
–
|
–
|
–
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.61M
|
-$167K
|
-2,756
|
-3%
|
|
|
10
|
|
$4.92M
|
-$535K
|
-8,850
|
-10%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4.66M
|
-$942K
|
-15,584
|
-17%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.3M
|
+$16.8K
|
+278
|
+0.4%
|
|
|
13
|
|
$3.24M
|
+$371K
|
+6,134
|
+13%
|
|
|
14
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.96M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
+$61.8K
|
+1,022
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.63M
|
-$875K
|
-14,470
|
-25%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.61M
|
+$82.1K
|
+1,358
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.35M
|
+$69.4K
|
+1,148
|
+3%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$2.29M
|
+$24.2K
|
+400
|
+1%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$2.24M
|
+$111K
|
+1,832
|
+5%
|
|
|
21
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.94M
|
+$2.08M
|
+34,400
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.79M
|
+$285K
|
+4,716
|
+19%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$1.73M
|
-$74.8K
|
-1,238
|
-4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.37M
|
+$37.6K
|
+622
|
+3%
|
|
|
25
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.32M
|
–
|
–
|
–
|
|
