|
1
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$110M
|
+$5.04M
|
+49,941
|
+5%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$87.8M
|
+$769K
|
+7,615
|
+0.9%
|
|
|
3
|
Rockland Trust
Hanover,
Massachusetts
|
$81.9M
|
+$574K
|
+5,689
|
+0.7%
|
|
|
4
|
|
$33.4M
|
+$4.66M
|
+46,119
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
-$3.15M
|
-31,205
|
-12%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$22.1M
|
+$2.43M
|
+24,036
|
+12%
|
|
|
7
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$17.4M
|
+$46K
|
+456
|
+0.3%
|
|
|
8
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.1M
|
-$1.68M
|
-16,686
|
-10%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$15.2M
|
+$1.16M
|
+11,443
|
+8%
|
|
|
10
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$12M
|
+$11.2K
|
+111
|
+0.1%
|
|
|
11
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.8M
|
-$127K
|
-1,255
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11.8M
|
-$194K
|
-1,919
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$2.93K
|
+29
|
+0%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.07M
|
+$34.7K
|
+344
|
+0.4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.63M
|
+$2.05M
|
+20,315
|
+37%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$7.52M
|
+$225K
|
+2,232
|
+3%
|
|
|
17
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$7.1M
|
+$7.1M
|
+70,333
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$5.6M
|
-$30.5K
|
-302
|
-0.5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.09M
|
-$225K
|
-2,224
|
-4%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$4.64M
|
+$54.5K
|
+540
|
+1%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.54M
|
+$356K
|
+3,528
|
+9%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.05M
|
+$508K
|
+5,032
|
+15%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$3.73M
|
-$149K
|
-1,474
|
-4%
|
|
|
24
|
&Partners
Nashville,
Tennessee
|
$3.56M
|
-$38K
|
-376
|
-1%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$3.49M
|
-$220K
|
-2,174
|
-6%
|
|
