|
1
|
Steele Capital Management
Dubuque,
Iowa
|
$62.4M
|
+$9K
|
+94
|
+0%
|
|
|
2
|
Matrix Trust Company
Denver,
Colorado
|
$62.1M
|
+$670
|
+7
|
+0%
|
|
|
3
|
Equitable Holdings
New York
|
$58.4M
|
+$838K
|
+8,754
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$57.9M
|
-$22.3M
|
-233,195
|
-27%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$43M
|
+$5.89M
|
+61,455
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$40.7M
|
-$9.58M
|
-100,055
|
-19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$39.9M
|
+$3.25M
|
+33,917
|
+9%
|
|
|
8
|
|
$32.8M
|
-$804K
|
-8,398
|
-2%
|
|
|
9
|
|
$29.6M
|
+$4.14M
|
+43,221
|
+15%
|
|
|
10
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$22.2M
|
-$752K
|
-7,854
|
-3%
|
|
|
11
|
AlphaCore Capital
La Jolla,
California
|
$21.8M
|
-$560K
|
-5,844
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
+$259K
|
+2,706
|
+1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$1.09M
|
+11,414
|
+6%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.4M
|
+$1.26M
|
+13,191
|
+7%
|
|
|
15
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$14.4M
|
+$2.29M
|
+23,950
|
+18%
|
|
|
16
|
Lauer Wealth
Valparaiso,
Indiana
|
$13.8M
|
+$192K
|
+2,005
|
+1%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.9M
|
+$1.94M
|
+20,221
|
+17%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12M
|
-$11.7M
|
-122,045
|
-49%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
+$739K
|
+7,712
|
+7%
|
|
|
20
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.4M
|
+$11.7M
|
+122,186
|
New
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$11M
|
+$81.7K
|
+853
|
+0.7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
-$153K
|
-1,602
|
-1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$1.81M
|
+18,948
|
+21%
|
|
|
24
|
Barrett & Company
Providence,
Rhode Island
|
$8.72M
|
-$100K
|
-1,044
|
-1%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.61M
|
-$210K
|
-2,195
|
-2%
|
|
