|
1
|
Equitable Holdings
New York
|
$39.9M
|
–
|
–
|
–
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$29.1M
|
-$1.67M
|
-34,974
|
-5%
|
|
|
3
|
|
$17.1M
|
-$3.71M
|
-77,724
|
-18%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
-$4.2M
|
-87,872
|
-23%
|
|
|
5
|
Bank of New York Mellon
New York
|
$12.4M
|
-$3.23M
|
-67,592
|
-21%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$12.2M
|
+$423K
|
+8,860
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$493K
|
+10,330
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.88M
|
+$324K
|
+6,784
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.25M
|
+$1.69M
|
+35,394
|
+26%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.52M
|
-$37.8K
|
-792
|
-0.6%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$4.92M
|
+$239K
|
+4,996
|
+5%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.62M
|
-$8.2M
|
-171,752
|
-70%
|
|
|
13
|
|
$3.21M
|
+$353K
|
+7,400
|
+13%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.85M
|
+$92.3K
|
+1,934
|
+3%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.8M
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.35M
|
-$174K
|
-3,642
|
-7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.09M
|
+$208K
|
+4,364
|
+11%
|
|
|
18
|
GenWealth Group
Maplewood,
New Jersey
|
$1.85M
|
-$41.8K
|
-876
|
-2%
|
|
|
19
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.63M
|
+$19.1K
|
+400
|
+1%
|
|
|
20
|
TAP Consulting
Kirkwood,
Missouri
|
$1.62M
|
-$26K
|
-544
|
-2%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.51M
|
-$78.1K
|
-1,636
|
-5%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.46M
|
+$363K
|
+7,596
|
+34%
|
|
|
23
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.25M
|
+$1.24M
|
+25,958
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
-$74.8K
|
-1,566
|
-6%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.23M
|
+$82.4K
|
+1,726
|
+7%
|
|
