|
1
|
Mariner
Overland Park,
Kansas
|
$80.3M
|
-$856K
|
-9,344
|
-1%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$77M
|
+$447K
|
+4,877
|
+0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.2M
|
+$356K
|
+3,882
|
+1%
|
|
|
4
|
|
$23.2M
|
-$591K
|
-6,454
|
-3%
|
|
|
5
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17M
|
+$891K
|
+9,725
|
+6%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$16.1M
|
-$82K
|
-895
|
-0.5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.7M
|
-$189K
|
-2,065
|
-1%
|
|
|
8
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$11.8M
|
-$167K
|
-1,820
|
-1%
|
|
|
9
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.8M
|
-$209K
|
-2,279
|
-2%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11M
|
+$888K
|
+9,692
|
+9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
+$313K
|
+3,420
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.71M
|
+$952K
|
+10,384
|
+13%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.58M
|
-$1.56K
|
-17
|
-0%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$7.81M
|
-$2.01M
|
-21,879
|
-21%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$6.97M
|
-$212K
|
-2,318
|
-3%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.87M
|
-$330K
|
-3,605
|
-7%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$4.24M
|
-$167K
|
-1,819
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.92M
|
-$1.15M
|
-12,510
|
-23%
|
|
|
19
|
Gateway Advisory
Westfield,
New Jersey
|
$3.61M
|
+$28K
|
+305
|
+0.8%
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$3.3M
|
+$1.29M
|
+14,075
|
+69%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$2.83M
|
+$2.26M
|
+24,703
|
+514%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$2.79M
|
+$1.83K
|
+20
|
+0.1%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.65M
|
+$286K
|
+3,118
|
+13%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.31M
|
–
|
–
|
–
|
|
|
25
|
|
$2.19M
|
+$612K
|
+6,679
|
+41%
|
|
