|
1
|
Equitable Holdings
New York
|
$89.4M
|
+$14.9M
|
+221,631
|
+19%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$53.4M
|
+$1.37M
|
+20,325
|
+3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$47.5M
|
+$233K
|
+3,466
|
+0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$37.2M
|
+$27.2M
|
+405,055
|
+239%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
+$567K
|
+8,431
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$3.76M
|
+55,966
|
+15%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.4M
|
-$2.86M
|
-42,614
|
-10%
|
|
|
8
|
|
$20.2M
|
-$654K
|
-9,728
|
-3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.7M
|
+$43.4K
|
+645
|
+0.2%
|
|
|
10
|
SPC Financial Inc
Rockville,
Maryland
|
$16.7M
|
-$182K
|
-2,704
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
-$517K
|
-7,687
|
-3%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$14M
|
+$141K
|
+2,092
|
+1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$988K
|
-14,698
|
-7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
-$114K
|
-1,694
|
-1%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.65M
|
+$476K
|
+7,079
|
+6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.92M
|
+$581K
|
+8,639
|
+9%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$6.56M
|
-$65.6K
|
-976
|
-1%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.37M
|
+$6.61M
|
+98,397
|
New
|
|
|
19
|
Lauer Wealth
Valparaiso,
Indiana
|
$6.28M
|
+$44K
|
+654
|
+0.7%
|
|
|
20
|
Barrett & Company
Providence,
Rhode Island
|
$5.57M
|
+$150K
|
+2,236
|
+3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.55M
|
+$90.9K
|
+1,352
|
+2%
|
|
|
22
|
|
$5.54M
|
+$1.23M
|
+18,301
|
+27%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$5.26M
|
-$151K
|
-2,241
|
-3%
|
|
|
24
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$5.16M
|
-$28.8K
|
-428
|
-0.5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.97M
|
+$999K
|
+14,856
|
+32%
|
|
