|
1
|
Equitable Holdings
New York
|
$106M
|
+$35.3M
|
+550,184
|
+50%
|
|
|
2
|
Bank of New York Mellon
New York
|
$46.2M
|
+$1.44M
|
+22,523
|
+3%
|
|
|
3
|
Matrix Trust Company
Denver,
Colorado
|
$37.1M
|
-$1.03M
|
-16,031
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$575K
|
+8,974
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.5M
|
+$1.03M
|
+16,012
|
+5%
|
|
|
6
|
|
$17.8M
|
+$538K
|
+8,383
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.7M
|
-$219K
|
-3,412
|
-1%
|
|
|
8
|
SPC Financial Inc
Rockville,
Maryland
|
$16.7M
|
-$608K
|
-9,479
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$610K
|
-9,518
|
-4%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
-$276K
|
-4,302
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
-$649K
|
-10,119
|
-5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$130K
|
-2,034
|
-1%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$9.18M
|
+$518K
|
+8,074
|
+6%
|
|
|
14
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$5.87M
|
-$110K
|
-1,717
|
-2%
|
|
|
15
|
|
$4.69M
|
+$96.4K
|
+1,503
|
+2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.63M
|
+$404K
|
+6,295
|
+10%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.56M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.04M
|
+$590K
|
+9,206
|
+17%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.76M
|
+$24.4K
|
+380
|
+0.7%
|
|
|
20
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$3.56M
|
+$859K
|
+13,390
|
+32%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.41M
|
+$284K
|
+4,428
|
+9%
|
|
|
22
|
TAP Consulting
Kirkwood,
Missouri
|
$2.98M
|
+$867K
|
+13,519
|
+41%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.53M
|
+$302K
|
+4,702
|
+14%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.22M
|
-$27.4K
|
-428
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.85M
|
+$109K
|
+1,698
|
+6%
|
|
