|
1
|
|
$12M
|
+$629K
|
+32,533
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.37M
|
+$20.9K
|
+1,081
|
+0.4%
|
|
|
3
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.19M
|
-$35.6K
|
-1,843
|
-1%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.88M
|
+$284K
|
+14,688
|
+11%
|
|
|
5
|
|
$2.68M
|
+$297K
|
+15,367
|
+13%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.1M
|
+$268K
|
+13,883
|
+15%
|
|
|
7
|
Guggenheim Capital
Chicago,
Illinois
|
$1.51M
|
+$412K
|
+21,315
|
+39%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$50.5K
|
+2,613
|
+4%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.09M
|
+$205K
|
+10,625
|
+24%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$170K
|
+8,771
|
+20%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$199K
|
+10,288
|
+25%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$806K
|
+$37.1K
|
+1,918
|
+5%
|
|
|
13
|
Gridiron Partners
Wexford,
Pennsylvania
|
$797K
|
-$7.31K
|
-378
|
-0.9%
|
|
|
14
|
Landscape Capital Management
Englewood,
New Jersey
|
$788K
|
+$406K
|
+20,990
|
+111%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$740K
|
-$28.5K
|
-1,476
|
-4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$627K
|
-$23.5K
|
-1,218
|
-4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$610K
|
-$10.8K
|
-558
|
-2%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$422K
|
-$14.7K
|
-758
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$416K
|
-$239K
|
-12,368
|
-37%
|
|
|
20
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$390K
|
–
|
–
|
–
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$302K
|
+$7.85K
|
+406
|
+3%
|
|
|
22
|
Physician Wealth Advisors
Midvale,
Utah
|
$298K
|
–
|
–
|
–
|
|
|
23
|
WealthBridge Capital Management
Westerville,
Ohio
|
$293K
|
+$53.2K
|
+2,750
|
+23%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$286K
|
+$70.8K
|
+3,664
|
+34%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$270K
|
+$812
|
+42
|
+0.3%
|
|
