|
1
|
Mariner
Overland Park,
Kansas
|
$66.3M
|
+$640K
|
+8,372
|
+0.9%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$53.3M
|
+$1.33M
|
+17,424
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$2.01M
|
+26,320
|
+7%
|
|
|
4
|
|
$15.2M
|
-$470K
|
-6,156
|
-3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$23.2K
|
+304
|
+0.1%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$10.8M
|
+$81.5K
|
+1,066
|
+0.7%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
+$78K
|
+1,020
|
+0.7%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.1M
|
-$105K
|
-1,380
|
-0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.08M
|
+$1.8M
|
+23,504
|
+22%
|
|
|
10
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$8.74M
|
+$5.04K
|
+66
|
+0.1%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$5.78M
|
-$500K
|
-6,540
|
-7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.77M
|
+$138K
|
+1,808
|
+2%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.21M
|
+$2.68M
|
+35,074
|
+137%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.1M
|
-$171K
|
-2,238
|
-4%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.17M
|
+$71.8K
|
+940
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.84M
|
-$762K
|
-9,968
|
-20%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.58M
|
-$584K
|
-7,638
|
-17%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
-$3.06K
|
-40
|
-0.1%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$2.31M
|
+$83.3K
|
+1,090
|
+3%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.3M
|
-$75.2K
|
-984
|
-3%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$2.3M
|
+$321K
|
+4,194
|
+14%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$2.2M
|
–
|
–
|
–
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.15M
|
-$1.83K
|
-24
|
-0.1%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$2.08M
|
+$2.29M
|
+29,902
|
New
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$1.99M
|
–
|
–
|
–
|
|
