|
1
|
Mariner
Overland Park,
Kansas
|
$40.3M
|
+$816K
|
+16,904
|
+2%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$36.9M
|
+$3.1M
|
+64,166
|
+10%
|
|
|
3
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.39M
|
+$991K
|
+20,516
|
+14%
|
|
|
4
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$7.66M
|
-$332K
|
-6,868
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.42M
|
+$1.65M
|
+34,262
|
+31%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.45M
|
+$372K
|
+7,700
|
+7%
|
|
|
7
|
|
$4.08M
|
-$370K
|
-7,656
|
-9%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.83M
|
-$627K
|
-12,980
|
-15%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.35M
|
-$34.7K
|
-718
|
-1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.3M
|
-$46.6K
|
-964
|
-2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$3.27M
|
+$119K
|
+2,454
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.21M
|
+$521K
|
+10,792
|
+21%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
-$16.6K
|
-344
|
-0.6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
-$2.94M
|
-60,870
|
-60%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
+$192K
|
+3,976
|
+12%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.6M
|
+$1.18M
|
+24,344
|
+363%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1.23M
|
-$2.9M
|
-60,152
|
-72%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.16M
|
-$403K
|
-8,340
|
-27%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.12M
|
+$8.89K
|
+184
|
+0.8%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$987K
|
+$927K
|
+19,194
|
New
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$976K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$862K
|
+$90.7K
|
+1,878
|
+13%
|
|
|
23
|
PFG Advisors
Phoenix,
Arizona
|
$826K
|
+$40.1K
|
+830
|
+5%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$756K
|
+$5.6K
|
+116
|
+0.8%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$631K
|
-$1.86M
|
-38,432
|
-76%
|
|
