|
1
|
|
$44.4M
|
-$3.03M
|
-47,274
|
-6%
|
|
|
2
|
Equitable Holdings
New York
|
$28.5M
|
-$2.67M
|
-41,783
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
-$2.26M
|
-35,291
|
-10%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$17.6M
|
+$6.92M
|
+108,017
|
+61%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$399K
|
+6,239
|
+3%
|
|
|
6
|
Matrix Trust Company
Denver,
Colorado
|
$13.4M
|
+$193K
|
+3,019
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.1M
|
-$9.28K
|
-145
|
-0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.27M
|
-$202K
|
-3,163
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.81M
|
+$3.6M
|
+56,287
|
+105%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.13M
|
-$538K
|
-8,406
|
-8%
|
|
|
11
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.7M
|
+$5.89M
|
+92,078
|
New
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$5.55M
|
-$67.8K
|
-1,059
|
-1%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$5.54M
|
-$50.1K
|
-783
|
-0.9%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.88M
|
+$1.74M
|
+27,182
|
+53%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.77M
|
+$147K
|
+2,289
|
+3%
|
|
|
16
|
Flagstar Advisors
New York
|
$4.62M
|
-$1.12M
|
-17,563
|
-19%
|
|
|
17
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$4.16M
|
+$132K
|
+2,060
|
+3%
|
|
|
18
|
Black Diamond Financial
Towson,
Maryland
|
$4.02M
|
+$418K
|
+6,528
|
+11%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$3.55M
|
-$194K
|
-3,030
|
-5%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.47M
|
+$668K
|
+10,435
|
+23%
|
|
|
21
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.36M
|
+$36.3K
|
+567
|
+1%
|
|
|
22
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.21M
|
+$670K
|
+10,462
|
+25%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.1M
|
-$157K
|
-2,455
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.07M
|
+$1.34M
|
+20,862
|
+73%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$2.8M
|
+$328K
|
+5,129
|
+13%
|
|
