|
1
|
Equitable Holdings
New York
|
$67.4M
|
+$12M
|
+205,000
|
+23%
|
|
|
2
|
Bank of New York Mellon
New York
|
$42.6M
|
+$12.5M
|
+213,120
|
+44%
|
|
|
3
|
Matrix Trust Company
Denver,
Colorado
|
$36.3M
|
-$548K
|
-9,338
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$3.03M
|
+51,608
|
+21%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
+$467K
|
+7,950
|
+3%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$16.4M
|
+$415K
|
+7,060
|
+3%
|
|
|
7
|
|
$16.4M
|
-$1.56M
|
-26,616
|
-9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$81.9K
|
-1,394
|
-0.6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
+$2.46M
|
+41,810
|
+29%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
-$2.78M
|
-47,364
|
-20%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$282K
|
+4,800
|
+3%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$8.24M
|
+$1.49M
|
+25,292
|
+23%
|
|
|
13
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$5.69M
|
-$72K
|
-1,226
|
-1%
|
|
|
14
|
|
$4.37M
|
-$129K
|
-2,196
|
-3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.01M
|
+$957K
|
+16,288
|
+33%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.81M
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.56M
|
-$61.9K
|
-1,054
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.28M
|
+$72.8K
|
+1,240
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
+$804K
|
+13,684
|
+39%
|
|
|
20
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$2.56M
|
+$138K
|
+2,350
|
+6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.23M
|
+$2.13M
|
+36,284
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.14M
|
-$725K
|
-12,338
|
-26%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.12M
|
+$182K
|
+3,092
|
+10%
|
|
|
24
|
TAP Consulting
Kirkwood,
Missouri
|
$2.01M
|
-$32.4K
|
-552
|
-2%
|
|
|
25
|
|
$1.82M
|
+$565K
|
+9,618
|
+48%
|
|
