|
1
|
Equitable Holdings
New York
|
$45.3M
|
+$4.55M
|
+91,000
|
+11%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$29.9M
|
+$179K
|
+3,582
|
+0.6%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$17.7M
|
+$12.8M
|
+255,224
|
+250%
|
|
|
4
|
|
$13.9M
|
-$3.58M
|
-71,648
|
-20%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
-$1.34M
|
-26,744
|
-9%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$12.8M
|
+$351K
|
+7,020
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$811K
|
+16,210
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11M
|
+$868K
|
+17,354
|
+8%
|
|
|
9
|
Bank of New York Mellon
New York
|
$9.99M
|
-$2.73M
|
-54,592
|
-21%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9.4M
|
+$973K
|
+19,452
|
+11%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$8.56M
|
+$8.09M
|
+161,726
|
+1,402%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.87M
|
+$1.23M
|
+24,494
|
+18%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.5M
|
+$2.84M
|
+56,756
|
+76%
|
|
|
14
|
|
$3.63M
|
+$387K
|
+7,736
|
+12%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.02M
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.92M
|
+$13.1K
|
+262
|
+0.4%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.5M
|
+$1.26M
|
+25,210
|
+99%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.37M
|
-$33.9K
|
-678
|
-1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.03M
|
+$944K
|
+18,874
|
+85%
|
|
|
20
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.76M
|
+$98.4K
|
+1,968
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
-$390K
|
-7,796
|
-18%
|
|
|
22
|
GenWealth Group
Maplewood,
New Jersey
|
$1.74M
|
-$201K
|
-4,012
|
-10%
|
|
|
23
|
TAP Consulting
Kirkwood,
Missouri
|
$1.67M
|
+$14K
|
+280
|
+0.8%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.52M
|
+$32.4K
|
+648
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
+$61.8K
|
+1,236
|
+5%
|
|
