|
1
|
Equitable Holdings
New York
|
$69.6M
|
-$5.4M
|
-83,900
|
-7%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$50.8M
|
+$595K
|
+9,244
|
+1%
|
|
|
3
|
Bank of New York Mellon
New York
|
$46.5M
|
-$153K
|
-2,379
|
-0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$31.6M
|
-$426K
|
-6,626
|
-1%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.9M
|
-$3.58M
|
-55,696
|
-11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.9M
|
+$640K
|
+9,950
|
+3%
|
|
|
7
|
|
$20M
|
-$938K
|
-14,586
|
-4%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.6M
|
+$10.6M
|
+164,401
|
+130%
|
|
|
9
|
SPC Financial Inc
Rockville,
Maryland
|
$16.4M
|
+$933K
|
+14,509
|
+6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.1M
|
+$378K
|
+5,880
|
+3%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$13.5M
|
+$954K
|
+14,835
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$2.82M
|
-43,919
|
-18%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$422K
|
-6,567
|
-4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
-$185K
|
-2,870
|
-2%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.3M
|
+$2.4M
|
+37,359
|
+35%
|
|
|
16
|
Lauer Wealth
Valparaiso,
Indiana
|
$9.07M
|
+$9.01M
|
+140,121
|
New
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$6.91M
|
+$113K
|
+1,753
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.9M
|
+$974K
|
+15,144
|
+16%
|
|
|
19
|
Barrett & Company
Providence,
Rhode Island
|
$5.55M
|
-$373K
|
-5,801
|
-6%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.36M
|
+$960K
|
+14,933
|
+22%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$5.32M
|
+$9.52K
|
+148
|
+0.2%
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$5.14M
|
+$3.54K
|
+55
|
+0.1%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$4.76M
|
-$3.38M
|
-52,541
|
-41%
|
|
|
24
|
|
$4.4M
|
-$141K
|
-2,189
|
-3%
|
|
|
25
|
Dentgroup
Baton Rouge,
Louisiana
|
$3.78M
|
+$8.75K
|
+136
|
+0.2%
|
|
