|
1
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$105M
|
+$103M
|
+1,039,953
|
New
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$86.8M
|
-$516K
|
-5,213
|
-0.6%
|
|
|
3
|
Rockland Trust
Hanover,
Massachusetts
|
$81.2M
|
-$684K
|
-6,905
|
-0.9%
|
|
|
4
|
|
$28.6M
|
-$1.17M
|
-11,805
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26.3M
|
+$1.21M
|
+12,239
|
+5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$19.6M
|
+$242K
|
+2,446
|
+1%
|
|
|
7
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17.7M
|
+$577K
|
+5,826
|
+3%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$17.3M
|
+$285K
|
+2,878
|
+2%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$14M
|
+$1.43M
|
+14,451
|
+12%
|
|
|
10
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$11.9M
|
-$48K
|
-485
|
-0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.9M
|
-$1.3M
|
-13,081
|
-10%
|
|
|
12
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.9M
|
-$163K
|
-1,645
|
-1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$427K
|
-4,313
|
-4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.02M
|
-$1.05M
|
-10,571
|
-12%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$7.28M
|
-$127K
|
-1,281
|
-2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$5.62M
|
-$156K
|
-1,576
|
-3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.57M
|
+$88.8K
|
+897
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.3M
|
+$98.8K
|
+998
|
+2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$4.57M
|
+$147K
|
+1,481
|
+3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.18M
|
+$1.69M
|
+17,098
|
+70%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$3.87M
|
-$297K
|
-2,999
|
-7%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$3.7M
|
-$74.8K
|
-755
|
-2%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
$3.59M
|
-$5.64K
|
-57
|
-0.2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.39M
|
-$213K
|
-2,155
|
-6%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$2.89M
|
–
|
–
|
–
|
|
