|
1
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$12.6M
|
-$1.74M
|
-77,827
|
-12%
|
|
|
2
|
|
$7.81M
|
+$1.01M
|
+44,953
|
+14%
|
|
|
3
|
|
$6.76M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.58M
|
+$56.5K
|
+2,526
|
+0.9%
|
|
|
5
|
|
$5M
|
-$882K
|
-39,383
|
-15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.82M
|
+$229K
|
+10,211
|
+5%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.43M
|
+$79.9K
|
+3,568
|
+2%
|
|
|
8
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.01M
|
-$1.9M
|
-84,890
|
-32%
|
|
|
9
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.24M
|
+$2.33M
|
+104,158
|
+240%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$2.7M
|
+$1.51M
|
+67,532
|
+122%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$2.22M
|
-$63.3K
|
-2,829
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.97M
|
-$278K
|
-12,423
|
-12%
|
|
|
13
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.87M
|
+$428K
|
+19,123
|
+29%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.38M
|
+$110K
|
+4,929
|
+9%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$1.29M
|
+$70.2K
|
+3,136
|
+6%
|
|
|
16
|
E&G Advisors
Houston,
Texas
|
$1.15M
|
-$11.2K
|
-500
|
-0.9%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
+$129K
|
+5,755
|
+14%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$903K
|
-$114K
|
-5,092
|
-11%
|
|
|
19
|
Telemus Capital
Southfield,
Michigan
|
$889K
|
–
|
–
|
–
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$856K
|
+$15.1K
|
+674
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$785K
|
+$16.6K
|
+742
|
+2%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$765K
|
-$695K
|
-31,038
|
-47%
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$730K
|
-$5.48K
|
-245
|
-0.7%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$568K
|
+$29.6K
|
+1,321
|
+5%
|
|
|
25
|
Physician Wealth Advisors
Midvale,
Utah
|
$537K
|
–
|
–
|
–
|
|
