|
1
|
Mariner
Overland Park,
Kansas
|
$78.9M
|
-$1.21M
|
-12,286
|
-1%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$76.6M
|
-$264K
|
-2,669
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.5M
|
+$1.4M
|
+14,197
|
+5%
|
|
|
4
|
|
$22M
|
-$1.2M
|
-12,108
|
-5%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18.4M
|
+$19M
|
+192,171
|
New
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.9M
|
-$21.9K
|
-221
|
-0.1%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15.8M
|
-$523K
|
-5,284
|
-3%
|
|
|
8
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$11.8M
|
-$8.5K
|
-86
|
-0.1%
|
|
|
9
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.6M
|
-$88.8K
|
-898
|
-0.7%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
+$158K
|
+1,593
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.9M
|
-$379K
|
-3,831
|
-4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.52M
|
+$993K
|
+10,047
|
+11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.78M
|
+$87.2K
|
+882
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.18M
|
+$397K
|
+4,011
|
+5%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$6.8M
|
-$168K
|
-1,698
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.74M
|
+$858K
|
+8,672
|
+21%
|
|
|
17
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$4.27M
|
+$4.42M
|
+44,699
|
+203,177%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$4.13M
|
-$107K
|
-1,086
|
-2%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$3.82M
|
+$3.79M
|
+38,351
|
New
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$3.31M
|
-$8.7K
|
-88
|
-0.3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.98M
|
+$354K
|
+3,584
|
+13%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$2.83M
|
+$8.8K
|
+89
|
+0.3%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$2.74M
|
–
|
–
|
–
|
|
|
24
|
|
$2.25M
|
+$66.3K
|
+670
|
+3%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.12M
|
-$187K
|
-1,888
|
-8%
|
|
