|
1
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.26M
|
+$1.24M
|
+106,639
|
New
|
|
|
2
|
Biltmore Family Office
Charlotte,
North Carolina
|
$815K
|
+$798K
|
+68,714
|
New
|
|
|
3
|
|
$724K
|
-$2.37K
|
-204
|
-0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$611K
|
-$8.46K
|
-729
|
-1%
|
|
|
5
|
Wakefield Asset Management
Englewood,
Colorado
|
$589K
|
+$65.4K
|
+5,634
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$372K
|
+$33.7K
|
+2,900
|
+10%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$272K
|
-$326K
|
-28,102
|
-55%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$263K
|
–
|
–
|
–
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$244K
|
-$33.5K
|
-2,889
|
-12%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$241K
|
+$2.02K
|
+174
|
+0.9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$224K
|
+$63.8K
|
+5,495
|
+41%
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$212K
|
+$38.5K
|
+3,316
|
+23%
|
|
|
14
|
&Partners
Nashville,
Tennessee
|
$196K
|
-$283K
|
-24,375
|
-60%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$188K
|
+$406
|
+35
|
+0.2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$183K
|
-$27.2K
|
-2,344
|
-13%
|
|
|
17
|
Realta Investment Advisors
Wilmington,
Delaware
|
$178K
|
–
|
–
|
–
|
|
|
18
|
NFP Retirement Inc
Aliso Viejo,
California
|
$151K
|
+$1.28K
|
+110
|
+0.9%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$130K
|
+$127K
|
+10,973
|
New
|
|
|
20
|
Little House Capital
Braintree,
Massachusetts
|
$130K
|
+$128K
|
+11,000
|
New
|
|
|
21
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$125K
|
-$14.5K
|
-1,250
|
-11%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$122K
|
-$50.7K
|
-4,370
|
-30%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$121K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$59K
|
–
|
–
|
–
|
|
