|
26
|
|
$700K
|
+$732K
|
+74,085
|
New
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$686K
|
-$6.94K
|
-702
|
-1%
|
|
|
28
|
Advisory Services Network
Atlanta,
Georgia
|
$676K
|
-$840
|
-85
|
-0.1%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$620K
|
+$3.98K
|
+403
|
+0.6%
|
|
|
30
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$585K
|
–
|
–
|
–
|
|
|
31
|
Transform Wealth
Greenwood Village,
Colorado
|
$546K
|
+$571K
|
+57,714
|
New
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$486K
|
+$10
|
+1
|
+0%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$457K
|
–
|
–
|
–
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$449K
|
-$32.1K
|
-3,250
|
-6%
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$376K
|
+$393K
|
+39,737
|
New
|
|
|
36
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$376K
|
+$393K
|
+39,737
|
New
|
|
|
37
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$368K
|
-$103K
|
-10,452
|
-21%
|
|
|
38
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$349K
|
+$9.89K
|
+1,000
|
+3%
|
|
|
39
|
Rockefeller Capital Management
New York
|
$335K
|
-$316K
|
-31,976
|
-47%
|
|
|
40
|
|
$291K
|
-$3.87K
|
-391
|
-1%
|
|
|
41
|
Equitable Holdings
New York
|
$277K
|
+$5.38K
|
+544
|
+2%
|
|
|
42
|
Camelot Portfolios
Maumee,
Ohio
|
$274K
|
-$70.4K
|
-7,118
|
-20%
|
|
|
43
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$265K
|
-$30.6K
|
-3,100
|
-10%
|
|
|
44
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$243K
|
–
|
–
|
–
|
|
|
45
|
|
$224K
|
+$435
|
+44
|
+0.2%
|
|
|
46
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$224K
|
-$31.5K
|
-3,186
|
-12%
|
|
|
47
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$224K
|
+$34.1K
|
+3,454
|
+17%
|
|
|
48
|
Guggenheim Capital
Chicago,
Illinois
|
$224K
|
+$234K
|
+23,675
|
New
|
|
|
49
|
Axxcess Wealth Management
Carlsbad,
California
|
$213K
|
+$222K
|
+22,500
|
New
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$203K
|
+$5.54K
|
+560
|
+3%
|
|
