|
1
|
Equitable Holdings
New York
|
$113M
|
-$3.56M
|
-52,486
|
-3%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$55.5M
|
-$1.12M
|
-16,452
|
-2%
|
|
|
3
|
Bank of New York Mellon
New York
|
$50.4M
|
-$97.3K
|
-1,435
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$35.5M
|
+$140K
|
+2,061
|
+0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$26M
|
-$94.3K
|
-1,391
|
-0.4%
|
|
|
6
|
|
$21M
|
-$277K
|
-4,086
|
-1%
|
|
|
7
|
SPC Financial Inc
Rockville,
Maryland
|
$17.3M
|
-$385K
|
-5,685
|
-2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$563K
|
+8,300
|
+4%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$15.4M
|
-$3.29M
|
-48,583
|
-18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$840K
|
+12,381
|
+7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.6M
|
+$988K
|
+14,572
|
+9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$779K
|
+11,484
|
+7%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$11.3M
|
+$397K
|
+5,860
|
+4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.78M
|
+$8.18M
|
+120,568
|
+1,617%
|
|
|
15
|
Surevest
Los Angeles,
California
|
$8.55M
|
+$8M
|
+117,920
|
+1,759%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.66M
|
+$896K
|
+13,208
|
+16%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$5.62M
|
-$309K
|
-4,552
|
-5%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.09M
|
+$5.04M
|
+74,255
|
New
|
|
|
19
|
|
$4.98M
|
-$25.8K
|
-380
|
-0.5%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.71M
|
+$64.3K
|
+949
|
+1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.16M
|
-$393K
|
-5,802
|
-9%
|
|
|
22
|
Dentgroup
Baton Rouge,
Louisiana
|
$4.13M
|
+$60K
|
+885
|
+1%
|
|
|
23
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$3.81M
|
-$410K
|
-6,043
|
-10%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.5M
|
-$137K
|
-2,025
|
-4%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.37M
|
+$590K
|
+8,701
|
+34%
|
|
