|
1
|
Mariner
Overland Park,
Kansas
|
$71.9M
|
+$5.91M
|
+81,190
|
+10%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$55.3M
|
-$1M
|
-13,780
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
+$5.97M
|
+82,000
|
+38%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
+$2.19M
|
+30,096
|
+22%
|
|
|
5
|
Lutz Financial Services
Omaha,
Nebraska
|
$12M
|
-$509K
|
-6,986
|
-4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.6M
|
+$259K
|
+3,560
|
+2%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.4M
|
-$421K
|
-5,778
|
-4%
|
|
|
8
|
|
$10.9M
|
+$2.87M
|
+39,364
|
+40%
|
|
|
9
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$9.83M
|
-$1.79M
|
-24,550
|
-16%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$6.58M
|
+$150K
|
+2,066
|
+3%
|
|
|
11
|
RFG Holdings
Argyle,
Texas
|
$5.48M
|
+$5.11M
|
+70,126
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$5.44M
|
+$1.79M
|
+24,586
|
+55%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.33M
|
-$48.5K
|
-666
|
-1%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.14M
|
+$4.79M
|
+65,806
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
+$44.7K
|
+614
|
+1%
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.7M
|
-$1.02M
|
-14,060
|
-23%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.16M
|
+$1.29M
|
+17,688
|
+78%
|
|
|
18
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$2.66M
|
+$2.48M
|
+34,026
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.6M
|
+$1.61M
|
+22,110
|
+198%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.54M
|
+$282K
|
+3,874
|
+14%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.51M
|
+$398K
|
+5,470
|
+21%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.43M
|
-$93.6K
|
-1,286
|
-4%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.34M
|
+$1.67M
|
+22,990
|
+332%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$2.07M
|
–
|
–
|
–
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.92M
|
+$886K
|
+12,162
|
+98%
|
|
