|
1
|
Mariner
Overland Park,
Kansas
|
$76.5M
|
-$515K
|
-5,976
|
-0.7%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$72.3M
|
-$436K
|
-5,060
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
-$11.4M
|
-132,123
|
-35%
|
|
|
4
|
|
$21.2M
|
+$1.22M
|
+14,135
|
+6%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15M
|
+$645K
|
+7,490
|
+5%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.6M
|
+$13.8M
|
+160,410
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
-$256K
|
-2,972
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.1M
|
+$2.14M
|
+24,888
|
+21%
|
|
|
9
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.5M
|
-$656K
|
-7,614
|
-6%
|
|
|
10
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$11.4M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.92M
|
+$57.8K
|
+671
|
+0.6%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.5M
|
-$474K
|
-5,506
|
-6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.33M
|
-$802K
|
-9,313
|
-10%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.92M
|
+$392K
|
+4,547
|
+6%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$6.79M
|
-$169K
|
-1,968
|
-3%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.45M
|
-$994K
|
-11,546
|
-16%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.52M
|
+$1.37M
|
+15,870
|
+47%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$4.38M
|
-$522K
|
-6,061
|
-11%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$3.53M
|
+$189K
|
+2,200
|
+6%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$3.27M
|
+$43.1K
|
+501
|
+1%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$2.61M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
+$1.63M
|
+18,875
|
+226%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.42M
|
+$967K
|
+11,232
|
+73%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.21M
|
+$688K
|
+7,985
|
+49%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.19M
|
–
|
–
|
–
|
|
