|
1
|
Mariner
Overland Park,
Kansas
|
$71.6M
|
-$1.26M
|
-16,169
|
-2%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$64.7M
|
+$1.07M
|
+13,694
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.8M
|
-$4.27M
|
-54,812
|
-13%
|
|
|
4
|
|
$18.1M
|
-$1.21M
|
-15,546
|
-7%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.2M
|
-$1.59M
|
-20,476
|
-10%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.5M
|
+$159K
|
+2,049
|
+1%
|
|
|
7
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.4M
|
-$91.6K
|
-1,177
|
-0.8%
|
|
|
8
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$10.3M
|
-$90.4K
|
-1,162
|
-0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.73M
|
-$240K
|
-3,078
|
-3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.31M
|
-$1.55M
|
-19,980
|
-17%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.62M
|
+$20.9K
|
+269
|
+0.3%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$6.48M
|
-$87.9K
|
-1,130
|
-1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$5.98M
|
+$1.59M
|
+20,410
|
+39%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.78M
|
-$69.6K
|
-894
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.73M
|
+$1.33M
|
+17,068
|
+42%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$2.85M
|
+$73.3K
|
+942
|
+3%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.66M
|
-$23.7K
|
-305
|
-0.9%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.51M
|
+$356K
|
+4,576
|
+18%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.37M
|
-$909K
|
-11,679
|
-29%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$2.36M
|
–
|
–
|
–
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.94M
|
-$32.4K
|
-417
|
-2%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$1.93M
|
+$42.6K
|
+547
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.86M
|
+$934
|
+12
|
+0.1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
+$127K
|
+1,629
|
+8%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.77M
|
-$65K
|
-835
|
-4%
|
|
