|
1
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.21M
|
-$14.3K
|
-1,217
|
-1%
|
|
|
2
|
Biltmore Family Office
Charlotte,
North Carolina
|
$827K
|
+$846K
|
+72,203
|
New
|
|
|
3
|
|
$808K
|
+$249K
|
+21,202
|
+43%
|
|
|
4
|
Wakefield Asset Management
Englewood,
Colorado
|
$634K
|
+$62.9K
|
+5,370
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$616K
|
+$4.29K
|
+366
|
+0.7%
|
|
|
6
|
Kaizen Financial Strategies
Campbell,
California
|
$597K
|
+$611K
|
+52,090
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$381K
|
+$12.6K
|
+1,073
|
+3%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$289K
|
-$14.1K
|
-1,204
|
-5%
|
|
|
9
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$260K
|
+$266K
|
+22,696
|
New
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$237K
|
+$1.71K
|
+146
|
+0.7%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$236K
|
-$28.1K
|
-2,395
|
-10%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$236K
|
–
|
–
|
–
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$224K
|
+$23.7K
|
+2,018
|
+11%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$205K
|
-$87.1K
|
-7,429
|
-29%
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$205K
|
-$9.32K
|
-795
|
-4%
|
|
|
16
|
&Partners
Nashville,
Tennessee
|
$190K
|
+$141
|
+12
|
+0.1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$183K
|
+$457
|
+39
|
+0.2%
|
|
|
18
|
Realta Investment Advisors
Wilmington,
Delaware
|
$172K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$166K
|
+$17.1K
|
+1,461
|
+11%
|
|
|
20
|
NFP Retirement Inc
Aliso Viejo,
California
|
$148K
|
+$1.08K
|
+92
|
+0.7%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$129K
|
+$5.12K
|
+437
|
+4%
|
|
|
22
|
Little House Capital
Braintree,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$122K
|
+$125K
|
+10,676
|
New
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$118K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$57K
|
–
|
–
|
–
|
|
