|
1
|
Equitable Holdings
New York
|
$74.8M
|
-$1.42M
|
-17,092
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.4M
|
-$2.7M
|
-32,621
|
-4%
|
|
|
3
|
Steele Capital Management
Dubuque,
Iowa
|
$55.9M
|
-$343K
|
-4,140
|
-0.6%
|
|
|
4
|
Matrix Trust Company
Denver,
Colorado
|
$55.8M
|
-$343K
|
-4,140
|
-0.6%
|
|
|
5
|
Bank of New York Mellon
New York
|
$50M
|
-$337K
|
-4,059
|
-0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$40.7M
|
+$237K
|
+2,854
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$37.1M
|
+$4.61M
|
+55,560
|
+14%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$32.3M
|
+$33M
|
+398,264
|
New
|
|
|
9
|
|
$31.9M
|
+$2.55M
|
+30,713
|
+8%
|
|
|
10
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$23.3M
|
+$23.4M
|
+282,006
|
+4,585%
|
|
|
11
|
SPC Financial Inc
Rockville,
Maryland
|
$20.2M
|
+$482K
|
+5,816
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
-$328K
|
-3,958
|
-2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
-$412K
|
-4,972
|
-2%
|
|
|
14
|
|
$13.5M
|
+$1.78M
|
+21,516
|
+15%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.6M
|
+$848K
|
+10,223
|
+8%
|
|
|
16
|
Lauer Wealth
Valparaiso,
Indiana
|
$10.9M
|
+$560K
|
+6,760
|
+5%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$10.9M
|
+$78.2K
|
+943
|
+0.7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
+$2.6M
|
+31,323
|
+33%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.79M
|
+$2.59M
|
+31,270
|
+35%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$8.47M
|
-$384K
|
-4,631
|
-4%
|
|
|
21
|
Barrett & Company
Providence,
Rhode Island
|
$7.99M
|
+$197K
|
+2,376
|
+2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.79M
|
+$310K
|
+3,734
|
+4%
|
|
|
23
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$7.08M
|
+$61.2K
|
+738
|
+0.9%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.92M
|
-$40.6K
|
-490
|
-0.6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.8M
|
+$848K
|
+10,226
|
+17%
|
|
