|
1
|
|
$50.3M
|
+$4.43M
|
+72,186
|
+10%
|
|
|
2
|
Equitable Holdings
New York
|
$29.3M
|
-$49K
|
-799
|
-0.2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$18.5M
|
+$368K
|
+6,004
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
-$3.46M
|
-56,324
|
-18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
+$456K
|
+7,429
|
+3%
|
|
|
6
|
Matrix Trust Company
Denver,
Colorado
|
$13.9M
|
+$170K
|
+2,778
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.25M
|
-$113K
|
-1,847
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.2M
|
-$266K
|
-4,342
|
-4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.31M
|
+$3.37K
|
+55
|
+0.1%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$5.72M
|
-$2.88K
|
-47
|
-0.1%
|
|
|
11
|
GHP Investment Advisors
Denver,
Colorado
|
$5.67M
|
-$112K
|
-1,832
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.59M
|
-$1.37M
|
-22,331
|
-20%
|
|
|
13
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.58M
|
-$274K
|
-4,470
|
-5%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.26M
|
+$221K
|
+3,605
|
+5%
|
|
|
15
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$4.64M
|
+$352K
|
+5,734
|
+9%
|
|
|
16
|
Black Diamond Financial
Towson,
Maryland
|
$4.44M
|
+$294K
|
+4,786
|
+7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.29M
|
-$597K
|
-9,735
|
-13%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.86M
|
+$282K
|
+4,589
|
+8%
|
|
|
19
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.64M
|
+$322K
|
+5,250
|
+10%
|
|
|
20
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.64M
|
+$173K
|
+2,827
|
+5%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$3.51M
|
-$137K
|
-2,233
|
-4%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.32M
|
+$122K
|
+1,984
|
+4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.11M
|
-$45.3K
|
-738
|
-1%
|
|
|
24
|
Flagstar Advisors
New York
|
$2.9M
|
-$1.79M
|
-29,183
|
-39%
|
|
|
25
|
DFPG Investments
Sandy,
Utah
|
$2.78M
|
+$1.49M
|
+24,252
|
+136%
|
|
