|
1
|
Mariner
Overland Park,
Kansas
|
$50.2M
|
-$624K
|
-9,872
|
-1%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$28.3M
|
+$5.45M
|
+86,126
|
+25%
|
|
|
3
|
Lutz Financial Services
Omaha,
Nebraska
|
$15.9M
|
-$1.73M
|
-27,426
|
-10%
|
|
|
4
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$9.76M
|
+$9.49M
|
+150,004
|
New
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$9.06M
|
-$170K
|
-2,686
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.89M
|
+$333K
|
+5,266
|
+4%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.95M
|
+$122K
|
+1,922
|
+2%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.92M
|
+$7.21K
|
+114
|
+0.1%
|
|
|
9
|
|
$5.02M
|
-$171K
|
-2,696
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.86M
|
-$52K
|
-822
|
-1%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.32M
|
-$203K
|
-3,206
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.98M
|
-$3.09M
|
-48,792
|
-44%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$3.68M
|
+$3.57M
|
+56,516
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.17M
|
+$275K
|
+4,352
|
+10%
|
|
|
15
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.12M
|
–
|
–
|
–
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.75M
|
+$2.4K
|
+38
|
+0.1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.45M
|
-$35K
|
-554
|
-1%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$2.37M
|
+$4.55K
|
+72
|
+0.2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.3M
|
-$464K
|
-7,332
|
-17%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.99M
|
+$94.5K
|
+1,494
|
+5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.52M
|
+$76.7K
|
+1,212
|
+5%
|
|
|
22
|
Halpern Financial
Ashburn,
Virginia
|
$1.47M
|
+$1.43M
|
+22,590
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.41M
|
+$52.4K
|
+828
|
+4%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$1.17M
|
+$1.14M
|
+18,004
|
New
|
|
