|
1
|
UBS Group
Zurich,
Switzerland
|
$8.87M
|
-$35K
|
-1,291
|
-0.4%
|
|
|
2
|
|
$8.71M
|
+$451K
|
+16,605
|
+6%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$5.1M
|
+$203K
|
+7,468
|
+4%
|
|
|
4
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.46M
|
-$1.09M
|
-40,104
|
-20%
|
|
|
5
|
|
$2.69M
|
+$91.8K
|
+3,385
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.12M
|
-$23.7K
|
-873
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.56M
|
+$120K
|
+4,441
|
+9%
|
|
|
8
|
WESPAC Advisors
Orinda,
California
|
$1.46M
|
-$218K
|
-8,020
|
-13%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
-$346K
|
-12,739
|
-20%
|
|
|
10
|
|
$1.37M
|
-$19K
|
-700
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.16M
|
-$11.2K
|
-414
|
-1%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.16M
|
+$79K
|
+2,912
|
+7%
|
|
|
13
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.15M
|
-$53.1K
|
-1,956
|
-5%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1.04M
|
+$32K
|
+1,179
|
+3%
|
|
|
15
|
Golden Green
Seneca,
South Carolina
|
$845K
|
+$105K
|
+3,860
|
+14%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$720K
|
-$7.92K
|
-292
|
-1%
|
|
|
17
|
Physician Wealth Advisors
Midvale,
Utah
|
$690K
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$689K
|
-$9.01K
|
-332
|
-1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$370K
|
-$1.11K
|
-41
|
-0.3%
|
|
|
20
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$369K
|
+$361K
|
+13,320
|
New
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$358K
|
+$21.7K
|
+800
|
+7%
|
|
|
22
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$318K
|
+$570
|
+21
|
+0.2%
|
|
|
24
|
Financial Management Network
Mission Viejo,
California
|
$317K
|
+$38.9K
|
+1,432
|
+16%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$313K
|
+$27.1K
|
+1,000
|
+10%
|
|
