|
1
|
Equitable Holdings
New York
|
$74.1M
|
-$2.64M
|
-42,200
|
-3%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$49.7M
|
+$227K
|
+3,628
|
+0.5%
|
|
|
3
|
Bank of New York Mellon
New York
|
$46.2M
|
+$81.3K
|
+1,301
|
+0.2%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.1M
|
+$22.1M
|
+353,232
|
+228%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.7M
|
-$588K
|
-9,417
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24M
|
-$450K
|
-7,202
|
-2%
|
|
|
7
|
|
$20.7M
|
+$1.78M
|
+28,569
|
+10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$1.3M
|
+20,784
|
+9%
|
|
|
9
|
SPC Financial Inc
Rockville,
Maryland
|
$15.3M
|
-$434K
|
-6,945
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
+$447K
|
+7,149
|
+3%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$12.4M
|
+$581K
|
+9,303
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$342K
|
+5,482
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
-$87.8K
|
-1,405
|
-0.8%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$9.43M
|
+$6.64M
|
+106,385
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$8.03M
|
-$4.37M
|
-69,956
|
-36%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$8M
|
-$322K
|
-5,152
|
-4%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.84M
|
+$3.35M
|
+53,714
|
+99%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.87M
|
+$650K
|
+10,410
|
+13%
|
|
|
19
|
Barrett & Company
Providence,
Rhode Island
|
$5.86M
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$5.25M
|
+$69.3K
|
+1,109
|
+1%
|
|
|
21
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$5.08M
|
+$1.69K
|
+27
|
+0%
|
|
|
22
|
|
$4.5M
|
-$3.5K
|
-56
|
-0.1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.36M
|
+$391K
|
+6,264
|
+10%
|
|
|
24
|
Dentgroup
Baton Rouge,
Louisiana
|
$3.73M
|
+$149K
|
+2,393
|
+4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.93M
|
+$2.19K
|
+35
|
+0.1%
|
|
