|
1
|
Rockland Trust
Hanover,
Massachusetts
|
$37.6M
|
-$83.8K
|
-1,568
|
-0.2%
|
|
|
2
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.49M
|
-$69.7K
|
-1,304
|
-0.8%
|
|
|
3
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$8.09M
|
+$282K
|
+5,274
|
+4%
|
|
|
4
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$7.91M
|
+$8.06M
|
+150,800
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.62M
|
+$52.4K
|
+980
|
+0.7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.39M
|
+$838K
|
+15,690
|
+13%
|
|
|
7
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.32M
|
+$3.49M
|
+65,264
|
+88%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.85M
|
+$2.75M
|
+51,466
|
+125%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.57M
|
+$2.99M
|
+56,048
|
+181%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$4.17M
|
+$4.25M
|
+79,604
|
New
|
|
|
11
|
|
$4.06M
|
-$96.3K
|
-1,802
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$389K
|
+7,288
|
+12%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.99M
|
-$357K
|
-6,688
|
-11%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.67M
|
-$765K
|
-14,318
|
-22%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.18M
|
+$239K
|
+4,472
|
+12%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.13M
|
+$2.17M
|
+40,714
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.86M
|
-$1.5M
|
-28,118
|
-44%
|
|
|
18
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$1.85M
|
+$1.89M
|
+35,358
|
New
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.64M
|
+$1.67M
|
+31,304
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.58M
|
-$1.2M
|
-22,536
|
-43%
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$1.54M
|
+$298K
|
+5,584
|
+23%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$1.39M
|
+$438K
|
+8,200
|
+45%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.15M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.12M
|
-$66.9K
|
-1,252
|
-6%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.04M
|
+$161K
|
+3,006
|
+18%
|
|
