|
1
|
Equitable Holdings
New York
|
$90.3M
|
-$6.76M
|
-102,092
|
-7%
|
|
|
2
|
Steele Capital Management
Dubuque,
Iowa
|
$58.8M
|
+$55.1M
|
+833,146
|
New
|
|
|
3
|
Matrix Trust Company
Denver,
Colorado
|
$58.3M
|
+$106K
|
+1,594
|
+0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$56.2M
|
+$14.7M
|
+221,784
|
+39%
|
|
|
5
|
Bank of New York Mellon
New York
|
$51.2M
|
-$602K
|
-9,093
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$35.8M
|
-$60.4K
|
-913
|
-0.2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.4M
|
-$4.43M
|
-66,962
|
-15%
|
|
|
8
|
|
$22.5M
|
+$432K
|
+6,528
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.8M
|
-$1.5M
|
-22,676
|
-7%
|
|
|
10
|
SPC Financial Inc
Rockville,
Maryland
|
$17.8M
|
-$383K
|
-5,781
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$536K
|
+8,103
|
+4%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$16.1M
|
+$844K
|
+12,752
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$552K
|
-8,346
|
-4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.5M
|
+$488K
|
+7,377
|
+5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.97M
|
+$1.34M
|
+20,272
|
+19%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.43M
|
-$847K
|
-12,802
|
-11%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$7.21M
|
+$57.9K
|
+875
|
+0.9%
|
|
|
18
|
|
$7.13M
|
+$1.02M
|
+15,465
|
+18%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.03M
|
+$76.9K
|
+1,162
|
+1%
|
|
|
20
|
Lauer Wealth
Valparaiso,
Indiana
|
$7M
|
+$161K
|
+2,431
|
+3%
|
|
|
21
|
Barrett & Company
Providence,
Rhode Island
|
$6.5M
|
+$400K
|
+6,045
|
+7%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.22M
|
-$20.2M
|
-304,597
|
-78%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.16M
|
+$98.1K
|
+1,482
|
+2%
|
|
|
24
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$5.61M
|
-$8.8K
|
-133
|
-0.2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.39M
|
+$60.8K
|
+918
|
+1%
|
|
