|
1
|
|
$11.5M
|
+$337K
|
+17,287
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
+$391K
|
+20,044
|
+8%
|
|
|
3
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.26M
|
-$14.5K
|
-744
|
-0.5%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.62M
|
+$337K
|
+17,268
|
+15%
|
|
|
5
|
|
$2.4M
|
-$285K
|
-14,603
|
-11%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.85M
|
+$59.6K
|
+3,053
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.31M
|
-$17.4K
|
-892
|
-1%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.1M
|
-$410
|
-21
|
-0%
|
|
|
9
|
KLR Investment Advisors
Providence,
Rhode Island
|
$985K
|
+$118K
|
+6,051
|
+13%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$886K
|
+$84.9K
|
+4,351
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$874K
|
-$24K
|
-1,230
|
-3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$830K
|
+$19.8K
|
+1,015
|
+3%
|
|
|
13
|
Gridiron Partners
Wexford,
Pennsylvania
|
$813K
|
-$495K
|
-25,376
|
-38%
|
|
|
14
|
Shaker Financial Services
Arlington,
Virginia
|
$778K
|
+$759K
|
+38,902
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$777K
|
+$23.7K
|
+1,213
|
+3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$668K
|
-$412K
|
-21,109
|
-39%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$658K
|
-$8.12K
|
-416
|
-1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$627K
|
+$24K
|
+1,231
|
+4%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$441K
|
-$8.08K
|
-414
|
-2%
|
|
|
20
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$394K
|
+$385K
|
+19,700
|
New
|
|
|
21
|
Landscape Capital Management
Englewood,
New Jersey
|
$377K
|
+$368K
|
+18,860
|
New
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
$298K
|
+$291K
|
+14,887
|
New
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$279K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$272K
|
-$6.89K
|
-353
|
-3%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$271K
|
+$839
|
+43
|
+0.3%
|
|
