|
1
|
|
$10.5M
|
+$918K
|
+49,912
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.73M
|
-$166K
|
-9,032
|
-3%
|
|
|
3
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.1M
|
+$919K
|
+49,988
|
+44%
|
|
|
4
|
|
$2.55M
|
+$45.5K
|
+2,475
|
+2%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.15M
|
+$906K
|
+49,250
|
+76%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.69M
|
+$88.4K
|
+4,807
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.25M
|
-$126K
|
-6,864
|
-9%
|
|
|
8
|
Gridiron Partners
Wexford,
Pennsylvania
|
$1.25M
|
+$1.21M
|
+66,049
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$1.04M
|
+$129K
|
+7,031
|
+15%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
-$75.4K
|
-4,100
|
-7%
|
|
|
11
|
KLR Investment Advisors
Providence,
Rhode Island
|
$863K
|
+$368K
|
+20,029
|
+78%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$850K
|
+$121K
|
+6,582
|
+17%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$765K
|
+$113K
|
+6,157
|
+18%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$755K
|
+$64.6K
|
+3,512
|
+10%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$711K
|
-$15.8K
|
-860
|
-2%
|
|
|
16
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$673K
|
+$655K
|
+35,591
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$630K
|
-$4.03K
|
-219
|
-0.7%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$570K
|
+$22K
|
+1,198
|
+4%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$425K
|
-$26.1K
|
-1,419
|
-6%
|
|
|
20
|
Physician Wealth Advisors
Midvale,
Utah
|
$288K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$274K
|
-$4.36K
|
-237
|
-2%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$264K
|
+$920
|
+50
|
+0.4%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$256K
|
-$27.7K
|
-1,507
|
-10%
|
|
|
24
|
Alpha Cubed Investments
Irvine,
California
|
$232K
|
-$36.8K
|
-2,000
|
-14%
|
|
|
25
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
