|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.6M
|
+$2.65M
|
+28,639
|
+3%
|
|
|
2
|
Steele Capital Management
Dubuque,
Iowa
|
$63.2M
|
+$631K
|
+6,822
|
+1%
|
|
|
3
|
Matrix Trust Company
Denver,
Colorado
|
$62.9M
|
+$489K
|
+5,283
|
+0.8%
|
|
|
4
|
Equitable Holdings
New York
|
$57.6M
|
-$10.9M
|
-118,248
|
-16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$50.7M
|
+$74.5K
|
+805
|
+0.2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$37.7M
|
-$1.18M
|
-12,753
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$37.2M
|
+$4.46M
|
+48,178
|
+14%
|
|
|
8
|
|
$34M
|
+$64K
|
+692
|
+0.2%
|
|
|
9
|
|
$26.5M
|
-$184K
|
-1,984
|
-0.7%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.7M
|
+$12.6M
|
+135,785
|
+118%
|
|
|
11
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$23.3M
|
-$3.25M
|
-35,119
|
-12%
|
|
|
12
|
AlphaCore Capital
La Jolla,
California
|
$22.6M
|
+$22.2M
|
+239,973
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$2.25M
|
-24,363
|
-10%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
-$363K
|
-3,929
|
-2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.3M
|
-$863K
|
-9,329
|
-5%
|
|
|
16
|
Lauer Wealth
Valparaiso,
Indiana
|
$13.6M
|
+$239K
|
+2,585
|
+2%
|
|
|
17
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$12.3M
|
+$12.1M
|
+130,560
|
New
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.3M
|
-$123K
|
-1,329
|
-1%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
-$329K
|
-3,555
|
-3%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$11M
|
+$548K
|
+5,921
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
-$172K
|
-1,860
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.93M
|
+$190K
|
+2,055
|
+2%
|
|
|
23
|
Barrett & Company
Providence,
Rhode Island
|
$8.93M
|
-$71.8K
|
-776
|
-0.8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.65M
|
-$3.18M
|
-34,346
|
-27%
|
|
|
25
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$8.27M
|
-$26.6K
|
-288
|
-0.3%
|
|
