|
1
|
Equitable Holdings
New York
|
$50.1M
|
-$1.24M
|
-23,400
|
-3%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$33.7M
|
-$269K
|
-5,088
|
-0.8%
|
|
|
3
|
Bank of New York Mellon
New York
|
$26.9M
|
+$14.7M
|
+277,732
|
+137%
|
|
|
4
|
|
$16.5M
|
+$619K
|
+11,692
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
-$253K
|
-4,778
|
-2%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$14.6M
|
+$111K
|
+2,100
|
+0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14M
|
+$4.8M
|
+90,748
|
+57%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$3.07M
|
+57,988
|
+33%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$8.68K
|
+164
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$354K
|
-6,688
|
-3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.21M
|
-$1.38M
|
-25,984
|
-14%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.99M
|
+$564K
|
+10,650
|
+8%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$6.11M
|
-$13.1M
|
-248,244
|
-70%
|
|
|
14
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$5.27M
|
+$4.97M
|
+93,840
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$4.16M
|
+$3.92M
|
+74,058
|
New
|
|
|
16
|
|
$4.11M
|
-$38.3K
|
-724
|
-1%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.4M
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.31M
|
-$11.8K
|
-222
|
-0.4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.92M
|
+$224K
|
+4,238
|
+9%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.75M
|
+$426K
|
+8,050
|
+20%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.65M
|
-$182K
|
-3,440
|
-7%
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$2.21M
|
+$198K
|
+3,748
|
+11%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
-$37.9K
|
-716
|
-2%
|
|
|
24
|
TAP Consulting
Kirkwood,
Missouri
|
$1.87M
|
-$23.8K
|
-450
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
+$344K
|
+6,500
|
+24%
|
|
