|
1
|
Bard Financial Services
Branford,
Connecticut
|
$2.09M
|
+$43.8K
|
+1,250
|
+2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.5M
|
+$25.3K
|
+723
|
+2%
|
|
|
3
|
|
$1.4M
|
+$296K
|
+8,434
|
+27%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.24M
|
-$57.1K
|
-1,630
|
-4%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.24M
|
+$54.4K
|
+1,552
|
+5%
|
|
|
6
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.01M
|
+$216K
|
+6,176
|
+28%
|
|
|
7
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$957K
|
+$50.1K
|
+1,429
|
+6%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$874K
|
-$412K
|
-11,744
|
-32%
|
|
|
9
|
Boston Family Office
Boston,
Massachusetts
|
$872K
|
-$5.78K
|
-165
|
-0.7%
|
|
|
10
|
|
$553K
|
-$732K
|
-20,880
|
-57%
|
|
|
11
|
Oppenheimer & Co
New York
|
$429K
|
–
|
–
|
–
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$331K
|
-$10.2K
|
-292
|
-3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$327K
|
+$2.03K
|
+58
|
+0.6%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$261K
|
+$255K
|
+7,281
|
New
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$205K
|
+$2.98K
|
+85
|
+2%
|
|
|
17
|
Leelyn Smith
Geneva,
Illinois
|
$151K
|
+$148K
|
+4,215
|
New
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$130K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$92K
|
-$99.2K
|
-2,829
|
-52%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$92K
|
+$37.9K
|
+1,081
|
+73%
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
$53K
|
–
|
–
|
–
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$31K
|
-$35
|
-1
|
-0.1%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$14K
|
+$14K
|
+400
|
New
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.7K
|
–
|
–
|
–
|
|
