|
1
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$34.6M
|
-$767K
|
-20,484
|
-2%
|
|
|
2
|
|
$21M
|
-$1.08M
|
-28,908
|
-5%
|
|
|
3
|
Venturi Wealth Management
Austin,
Texas
|
$15.4M
|
-$1.7M
|
-45,423
|
-10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$1.28M
|
+34,052
|
+13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.64M
|
-$532K
|
-14,199
|
-7%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.4M
|
+$90.8K
|
+2,423
|
+1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.55M
|
-$315K
|
-8,417
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.91M
|
-$26.1K
|
-697
|
-0.5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$4.83M
|
-$1.18M
|
-31,617
|
-20%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.03M
|
-$230K
|
-6,147
|
-7%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$2.63M
|
-$85.9K
|
-2,293
|
-3%
|
|
|
12
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.44M
|
+$113K
|
+3,026
|
+5%
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.39M
|
-$4.98K
|
-133
|
-0.2%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.08M
|
–
|
–
|
–
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.9M
|
+$265K
|
+7,071
|
+17%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$1.75M
|
+$1.5M
|
+40,019
|
+688%
|
|
|
17
|
Greykasell Wealth Strategies
Danville,
California
|
$1.66M
|
-$312K
|
-8,328
|
-16%
|
|
|
18
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.62M
|
-$25.9K
|
-691
|
-2%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$1.57M
|
+$1.54M
|
+41,015
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.52M
|
+$2.17K
|
+58
|
+0.1%
|
|
|
21
|
|
$1.46M
|
+$1.44M
|
+38,323
|
New
|
|
|
22
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.24M
|
-$1.24M
|
-32,968
|
-50%
|
|
|
23
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.09M
|
+$2.88K
|
+77
|
+0.3%
|
|
|
24
|
Congress Wealth Management
Boston,
Massachusetts
|
$902K
|
+$885K
|
+23,633
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$897K
|
+$51.3K
|
+1,370
|
+6%
|
|
