|
1
|
Equitable Holdings
New York
|
$71.6M
|
-$3.69M
|
-44,653
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
+$2.75M
|
+33,261
|
+4%
|
|
|
3
|
Steele Capital Management
Dubuque,
Iowa
|
$56.3M
|
+$95.4K
|
+1,154
|
+0.2%
|
|
|
4
|
Matrix Trust Company
Denver,
Colorado
|
$56.2M
|
+$54.7K
|
+662
|
+0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$5.69M
|
+68,872
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$40.8M
|
-$119K
|
-1,442
|
-0.3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$32.8M
|
+$394K
|
+4,772
|
+1%
|
|
|
8
|
|
$32.7M
|
+$603K
|
+7,300
|
+2%
|
|
|
9
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$23.6M
|
+$98.5K
|
+1,192
|
+0.4%
|
|
|
10
|
SPC Financial Inc
Rockville,
Maryland
|
$20.3M
|
-$56.2K
|
-680
|
-0.3%
|
|
|
11
|
|
$18.6M
|
+$5.15M
|
+62,279
|
+37%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
-$44.9K
|
-543
|
-0.2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
-$848K
|
-10,257
|
-5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
+$1.31M
|
+15,795
|
+13%
|
|
|
15
|
Lauer Wealth
Valparaiso,
Indiana
|
$11.3M
|
+$788K
|
+9,537
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
-$707K
|
-8,556
|
-6%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$10.8M
|
-$72.4K
|
-876
|
-0.7%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.67M
|
-$180K
|
-2,172
|
-2%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$9.06M
|
+$558K
|
+6,745
|
+6%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.07M
|
+$239K
|
+2,890
|
+3%
|
|
|
21
|
Barrett & Company
Providence,
Rhode Island
|
$7.58M
|
-$465K
|
-5,630
|
-6%
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$7.21M
|
+$92.3K
|
+1,117
|
+1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.04M
|
+$81.4K
|
+985
|
+1%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$6.14M
|
+$5.55M
|
+67,154
|
+815%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.47M
|
-$374K
|
-4,522
|
-6%
|
|
