|
1
|
|
$56.7M
|
+$658K
|
+9,300
|
+1%
|
|
|
2
|
Equitable Holdings
New York
|
$27.6M
|
-$9.81M
|
-138,713
|
-26%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$24.4M
|
-$319K
|
-4,514
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
+$1.6M
|
+22,591
|
+7%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$1.13M
|
+15,922
|
+7%
|
|
|
6
|
Steele Capital Management
Dubuque,
Iowa
|
$15.6M
|
-$70.4K
|
-995
|
-0.4%
|
|
|
7
|
Matrix Trust Company
Denver,
Colorado
|
$15.6M
|
+$283
|
+4
|
+0%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.8M
|
-$703K
|
-9,934
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$421K
|
+5,946
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$291K
|
+4,111
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.22M
|
+$59.6K
|
+843
|
+0.8%
|
|
|
12
|
Black Diamond Financial
Towson,
Maryland
|
$6.54M
|
+$1.26M
|
+17,837
|
+24%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.53M
|
-$2.65M
|
-37,508
|
-29%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$6.01M
|
-$354
|
-5
|
-0%
|
|
|
15
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$5.72M
|
-$26.7K
|
-378
|
-0.5%
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.66M
|
-$947K
|
-13,396
|
-14%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.99M
|
+$14.2K
|
+201
|
+0.3%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.97M
|
+$672K
|
+9,495
|
+15%
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4.42M
|
+$109K
|
+1,542
|
+3%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$4.24M
|
-$44.7K
|
-632
|
-1%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$4.13M
|
-$86.5K
|
-1,223
|
-2%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$3.83M
|
-$121K
|
-1,709
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
+$406K
|
+5,737
|
+13%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.55M
|
-$755K
|
-10,672
|
-17%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.85M
|
-$3.51M
|
-49,648
|
-55%
|
|
