|
1
|
|
$54.8M
|
+$1.8M
|
+28,904
|
+4%
|
|
|
2
|
Equitable Holdings
New York
|
$40.4M
|
+$2.66M
|
+42,678
|
+8%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$24.3M
|
+$2.02M
|
+32,412
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$392K
|
+6,295
|
+2%
|
|
|
5
|
Steele Capital Management
Dubuque,
Iowa
|
$15.4M
|
+$14.1M
|
+226,918
|
New
|
|
|
6
|
Matrix Trust Company
Denver,
Colorado
|
$15.3M
|
+$78.1K
|
+1,254
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$6.82M
|
+109,512
|
+99%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
+$3.96M
|
+63,542
|
+42%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.1M
|
-$937K
|
-15,045
|
-7%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$12.7M
|
+$11.6M
|
+187,104
|
New
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.8M
|
+$2.6M
|
+41,702
|
+47%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
+$2.43K
|
+39
|
+0%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.38M
|
-$1.29M
|
-20,669
|
-18%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$6.36M
|
+$242K
|
+3,885
|
+4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.27M
|
+$1.49M
|
+23,984
|
+35%
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$6.21M
|
-$79.7K
|
-1,280
|
-1%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$5.87M
|
-$40.2K
|
-646
|
-0.7%
|
|
|
18
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$5.63M
|
+$358K
|
+5,753
|
+7%
|
|
|
19
|
Black Diamond Financial
Towson,
Maryland
|
$5.1M
|
+$193K
|
+3,098
|
+4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.77M
|
+$512K
|
+8,229
|
+13%
|
|
|
21
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.13M
|
+$108K
|
+1,737
|
+3%
|
|
|
22
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4.04M
|
+$18.1K
|
+291
|
+0.5%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$3.98M
|
+$236K
|
+3,784
|
+7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.73M
|
+$313K
|
+5,025
|
+10%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$3.42M
|
-$77.7K
|
-1,248
|
-2%
|
|
