|
1
|
|
$13.2M
|
-$4.09M
|
-207,564
|
-24%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.26M
|
+$174K
|
+8,842
|
+3%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$3.43M
|
+$143K
|
+7,224
|
+4%
|
|
|
4
|
|
$3.24M
|
+$151K
|
+7,679
|
+5%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.16M
|
-$72.3K
|
-3,664
|
-2%
|
|
|
6
|
Smith Asset Management
Chiefland,
Florida
|
$2.61M
|
-$18.1K
|
-917
|
-0.7%
|
|
|
7
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.08M
|
+$65.3K
|
+3,312
|
+3%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.03M
|
+$176K
|
+8,924
|
+10%
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$1.99M
|
+$415K
|
+21,024
|
+27%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.83M
|
+$188K
|
+9,552
|
+12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.73M
|
+$88.7K
|
+4,497
|
+6%
|
|
|
12
|
Gridiron Partners
Wexford,
Pennsylvania
|
$1.7M
|
+$991K
|
+50,253
|
+147%
|
|
|
13
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.63M
|
+$801K
|
+40,612
|
+101%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
+$23.4K
|
+1,185
|
+2%
|
|
|
15
|
1607 Capital Partners
Richmond,
Virginia
|
$1.26M
|
-$966K
|
-48,962
|
-44%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$1.23M
|
–
|
–
|
–
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.11M
|
+$4.81K
|
+244
|
+0.4%
|
|
|
18
|
Glaxis Capital Management
Sarasota,
Florida
|
$1.01M
|
+$82.9K
|
+4,200
|
+9%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$976K
|
-$206K
|
-10,420
|
-18%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$792K
|
+$11.4K
|
+578
|
+1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$687K
|
+$2.98K
|
+151
|
+0.4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$666K
|
+$375
|
+19
|
+0.1%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$600K
|
-$166K
|
-8,437
|
-22%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$552K
|
-$10K
|
-509
|
-2%
|
|
|
25
|
WealthBridge Capital Management
Westerville,
Ohio
|
$549K
|
–
|
–
|
–
|
|
