|
1
|
|
$62.9M
|
+$1.04M
|
+14,130
|
+2%
|
|
|
2
|
Equitable Holdings
New York
|
$31M
|
+$851K
|
+11,565
|
+3%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$26.4M
|
-$213K
|
-2,888
|
-0.8%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
+$1.05M
|
+14,290
|
+6%
|
|
|
5
|
Steele Capital Management
Dubuque,
Iowa
|
$15.3M
|
-$1.77M
|
-24,048
|
-11%
|
|
|
6
|
Matrix Trust Company
Denver,
Colorado
|
$15.2M
|
-$1.77M
|
-24,048
|
-11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$10.5M
|
-143,260
|
-42%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
-$305K
|
-4,149
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
-$665K
|
-9,031
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.5M
|
-$1.16M
|
-15,709
|
-9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
+$2.83M
|
+38,404
|
+41%
|
|
|
12
|
Black Diamond Financial
Towson,
Maryland
|
$8.03M
|
+$821K
|
+11,151
|
+12%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.84M
|
-$40.8K
|
-554
|
-0.5%
|
|
|
14
|
swisspartners Advisors
Zurich,
Switzerland
|
$6.7M
|
+$7.61M
|
+103,360
|
New
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$6.5M
|
-$60.4K
|
-821
|
-1%
|
|
|
16
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$6.1M
|
-$132K
|
-1,796
|
-2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.58M
|
+$122K
|
+1,658
|
+2%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$5.53M
|
+$103K
|
+1,400
|
+2%
|
|
|
19
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.14M
|
+$308K
|
+4,191
|
+7%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$4.51M
|
+$8.39K
|
+114
|
+0.2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$4.32M
|
+$135K
|
+1,840
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$3.98M
|
+$2.47M
|
+33,496
|
+181%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.8M
|
-$71.8K
|
-975
|
-2%
|
|
|
24
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$3.72M
|
-$2.36M
|
-32,059
|
-40%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$3.32M
|
+$3.18M
|
+43,262
|
New
|
|
