|
1
|
Mariner
Overland Park,
Kansas
|
$77.6M
|
+$311K
|
+3,710
|
+0.4%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$58.9M
|
+$125K
|
+1,492
|
+0.2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
-$603K
|
-7,182
|
-2%
|
|
|
4
|
|
$18.9M
|
+$618K
|
+7,360
|
+3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.2M
|
+$1.06M
|
+12,630
|
+7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$419K
|
+4,992
|
+3%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.5M
|
+$91.5K
|
+1,090
|
+0.7%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.5M
|
+$5.37K
|
+64
|
+0%
|
|
|
9
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$10.7M
|
+$10.6M
|
+126,456
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.99M
|
+$280K
|
+3,336
|
+4%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$7.81M
|
+$74.7K
|
+890
|
+1%
|
|
|
12
|
360 Financial
Wayzata,
Minnesota
|
$6.88M
|
+$1.76M
|
+20,926
|
+35%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.6M
|
+$4.37K
|
+52
|
+0.1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.1M
|
-$927K
|
-11,048
|
-15%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.32M
|
-$126K
|
-1,500
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.78M
|
+$452K
|
+5,380
|
+14%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.52M
|
+$126K
|
+1,500
|
+4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.19M
|
+$1.01M
|
+11,978
|
+46%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$2.98M
|
+$1.35M
|
+16,132
|
+84%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.88M
|
+$229K
|
+2,724
|
+9%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.63M
|
+$10.7K
|
+128
|
+0.4%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.63M
|
+$641K
|
+7,636
|
+32%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.56M
|
-$88.8K
|
-1,058
|
-3%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$2.42M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.18M
|
-$1.67M
|
-19,940
|
-44%
|
|
