|
1
|
|
$47.5M
|
+$3.08M
|
+49,937
|
+7%
|
|
|
2
|
Equitable Holdings
New York
|
$31.2M
|
-$553K
|
-8,969
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
-$487K
|
-7,896
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
+$1.61M
|
+26,113
|
+12%
|
|
|
5
|
Matrix Trust Company
Denver,
Colorado
|
$13.2M
|
+$77.5K
|
+1,256
|
+0.6%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$10.9M
|
+$8.85M
|
+143,541
|
+447%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.13M
|
+$3.17M
|
+51,323
|
+54%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.48M
|
-$38.7K
|
-627
|
-0.5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.67M
|
+$1.55M
|
+25,158
|
+31%
|
|
|
10
|
Flagstar Advisors
New York
|
$5.73M
|
-$172K
|
-2,788
|
-3%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$5.64M
|
+$323K
|
+5,236
|
+6%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$5.6M
|
-$128K
|
-2,083
|
-2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.64M
|
+$165K
|
+2,681
|
+4%
|
|
|
14
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$4.04M
|
-$144K
|
-2,336
|
-3%
|
|
|
15
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$3.84M
|
+$3.81M
|
+61,820
|
New
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$3.74M
|
+$3.72M
|
+60,347
|
New
|
|
|
17
|
Black Diamond Financial
Towson,
Maryland
|
$3.63M
|
-$141K
|
-2,280
|
-4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.34M
|
+$1.47M
|
+23,866
|
+80%
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.33M
|
+$727K
|
+11,789
|
+28%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.26M
|
-$48.2K
|
-782
|
-1%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.21M
|
-$462K
|
-7,487
|
-13%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.83M
|
+$803K
|
+13,019
|
+40%
|
|
|
23
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.57M
|
+$172K
|
+2,796
|
+7%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.49M
|
+$2.47M
|
+40,064
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.43M
|
+$1.42M
|
+22,995
|
+142%
|
|
