|
1
|
Mariner
Overland Park,
Kansas
|
$82.7M
|
+$371K
|
+4,097
|
+0.5%
|
|
|
2
|
Rockland Trust
Hanover,
Massachusetts
|
$77.6M
|
+$1.06M
|
+11,696
|
+1%
|
|
|
3
|
|
$28.3M
|
+$3.74M
|
+41,296
|
+16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.7M
|
-$3.22M
|
-35,553
|
-13%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$18.3M
|
-$158K
|
-1,742
|
-0.9%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.2M
|
-$1.53M
|
-16,908
|
-9%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$16.1M
|
+$47.5K
|
+525
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$2.85M
|
+31,525
|
+32%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.9M
|
+$9.73M
|
+107,424
|
+616%
|
|
|
10
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.4M
|
+$89.2K
|
+985
|
+0.8%
|
|
|
11
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$11.4M
|
-$179K
|
-1,980
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$354K
|
+3,909
|
+4%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.6M
|
-$3.55M
|
-39,232
|
-30%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$7.02M
|
+$272K
|
+3,001
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.48M
|
+$4.88M
|
+53,936
|
+1,572%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5.19M
|
-$479K
|
-5,289
|
-9%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.92M
|
-$257K
|
-2,841
|
-5%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$4.19M
|
+$64.1K
|
+708
|
+2%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$3.96M
|
-$117K
|
-1,295
|
-3%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$3.58M
|
-$53.1K
|
-586
|
-2%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.53M
|
+$999K
|
+11,030
|
+45%
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$3.41M
|
+$84.5K
|
+933
|
+3%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$2.83M
|
–
|
–
|
–
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$2.74M
|
–
|
–
|
–
|
|
|
25
|
|
$2.33M
|
+$53.4K
|
+590
|
+2%
|
|
