|
1
|
Mariner
Overland Park,
Kansas
|
$79.4M
|
+$3.46M
|
+36,036
|
+4%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$73.7M
|
-$133K
|
-1,387
|
-0.2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.1M
|
-$422K
|
-4,391
|
-2%
|
|
|
4
|
|
$23.4M
|
+$2.32M
|
+24,162
|
+10%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$17.9M
|
+$170K
|
+1,772
|
+0.9%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17.2M
|
+$913K
|
+9,510
|
+5%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15.5M
|
+$329K
|
+3,423
|
+2%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9M
|
+$1.2M
|
+12,511
|
+11%
|
|
|
9
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$11.1M
|
-$208K
|
-2,165
|
-2%
|
|
|
10
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.9M
|
-$336K
|
-3,502
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.5M
|
-$34.5K
|
-359
|
-0.3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.19M
|
+$764K
|
+7,957
|
+9%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$6.49M
|
-$59.7K
|
-622
|
-0.9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.49M
|
-$2.5M
|
-25,996
|
-30%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.01M
|
+$460K
|
+4,796
|
+10%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.98M
|
+$1.15M
|
+11,972
|
+38%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$3.93M
|
-$43.5K
|
-453
|
-1%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$3.36M
|
-$25.1K
|
-261
|
-0.7%
|
|
|
19
|
&Partners
Nashville,
Tennessee
|
$3.19M
|
+$35.6K
|
+371
|
+1%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$2.72M
|
–
|
–
|
–
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$2.64M
|
-$1.92K
|
-20
|
-0.1%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.28M
|
-$7.19M
|
-74,903
|
-75%
|
|
|
23
|
|
$2.19M
|
+$28K
|
+292
|
+1%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$2M
|
-$48.8K
|
-508
|
-2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.98M
|
+$758K
|
+7,900
|
+58%
|
|
