|
1
|
Mariner
Overland Park,
Kansas
|
$74.2M
|
+$478K
|
+5,454
|
+0.6%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$70M
|
+$344K
|
+3,930
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.7M
|
+$1.75M
|
+19,950
|
+8%
|
|
|
4
|
|
$21.8M
|
+$1.34M
|
+15,332
|
+7%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15M
|
+$501K
|
+5,717
|
+3%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.7M
|
+$637K
|
+7,272
|
+5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
-$669K
|
-7,633
|
-5%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
$11M
|
-$113K
|
-1,294
|
-1%
|
|
|
9
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$10.9M
|
-$41.7K
|
-476
|
-0.4%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.24M
|
+$2.57M
|
+29,316
|
+38%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.11M
|
-$464K
|
-5,293
|
-5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.06M
|
-$3.55M
|
-40,547
|
-28%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.85M
|
-$350K
|
-3,995
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$7.06M
|
-$11.3K
|
-129
|
-0.2%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$6.47M
|
+$28.2K
|
+322
|
+0.4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.77M
|
-$481K
|
-5,488
|
-9%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.68M
|
+$325K
|
+3,714
|
+7%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$4.04M
|
-$187K
|
-2,134
|
-4%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$3.58M
|
+$169K
|
+1,926
|
+5%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$3.27M
|
+$121K
|
+1,380
|
+4%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$2.51M
|
–
|
–
|
–
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$2.15M
|
+$12.7K
|
+145
|
+0.6%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.11M
|
-$175
|
-2
|
-0%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.91M
|
-$87.8K
|
-1,002
|
-4%
|
|
|
25
|
&Partners
Nashville,
Tennessee
|
$1.79M
|
+$1.79M
|
+20,438
|
New
|
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