|
1
|
Mariner
Overland Park,
Kansas
|
$39.9M
|
-$312K
|
-5,440
|
-0.7%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$27.6M
|
+$12.6M
|
+219,414
|
+51%
|
|
|
3
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$6.39M
|
+$88.1K
|
+1,538
|
+1%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$6.05M
|
+$953K
|
+16,628
|
+12%
|
|
|
5
|
Lutz Financial Services
Omaha,
Nebraska
|
$6.02M
|
-$5.79M
|
-101,058
|
-41%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.96M
|
-$262K
|
-4,566
|
-4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.64M
|
-$1.53M
|
-26,630
|
-19%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.3M
|
+$2.33M
|
+40,708
|
+67%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$4.02M
|
+$5.15M
|
+89,892
|
+1,685%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.69M
|
-$210K
|
-3,670
|
-4%
|
|
|
11
|
|
$3.67M
|
+$561K
|
+9,788
|
+13%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.65M
|
+$4.96M
|
+86,604
|
New
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$3.54M
|
+$4.57M
|
+79,664
|
+1,838%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.78M
|
-$30.7K
|
-536
|
-0.8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.71M
|
-$610K
|
-10,644
|
-14%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.58M
|
+$265K
|
+4,630
|
+8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.24M
|
+$249K
|
+4,342
|
+9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.17M
|
+$800K
|
+13,956
|
+37%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
+$149K
|
+2,604
|
+9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.3M
|
-$251K
|
-4,380
|
-12%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$913K
|
+$2.98K
|
+52
|
+0.2%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$871K
|
-$902K
|
-15,744
|
-43%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$772K
|
–
|
–
|
–
|
|
|
24
|
PFG Advisors
Phoenix,
Arizona
|
$687K
|
+$8.37K
|
+146
|
+1%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$659K
|
-$137K
|
-2,388
|
-13%
|
|
