|
1
|
|
$13.6M
|
+$612K
|
+30,205
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.52M
|
+$660K
|
+32,567
|
+12%
|
|
|
3
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.22M
|
+$92.4K
|
+4,559
|
+3%
|
|
|
4
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.22M
|
-$227K
|
-11,223
|
-7%
|
|
|
5
|
|
$3.02M
|
+$107K
|
+5,302
|
+4%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$2.72M
|
+$1.02M
|
+50,416
|
+66%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.68M
|
+$379K
|
+18,688
|
+18%
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$1.75M
|
+$898K
|
+44,327
|
+118%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.54M
|
+$343K
|
+16,941
|
+31%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$41.4K
|
-2,044
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$16.9K
|
+833
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.06M
|
-$51.5K
|
-2,544
|
-5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$876K
|
+$1.72K
|
+85
|
+0.2%
|
|
|
14
|
Gridiron Partners
Wexford,
Pennsylvania
|
$864K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$744K
|
+$78.6K
|
+3,882
|
+13%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$671K
|
-$8.16K
|
-403
|
-1%
|
|
|
17
|
Landscape Capital Management
Englewood,
New Jersey
|
$578K
|
-$262K
|
-12,913
|
-32%
|
|
|
18
|
WealthBridge Capital Management
Westerville,
Ohio
|
$554K
|
+$224K
|
+11,050
|
+75%
|
|
|
19
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$530K
|
+$101K
|
+5,000
|
+25%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$446K
|
-$4.88K
|
-241
|
-1%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$442K
|
-$13.8K
|
-683
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$320K
|
+$43.1K
|
+2,130
|
+17%
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$310K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$296K
|
-$14.1K
|
-696
|
-5%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$294K
|
+$790
|
+39
|
+0.3%
|
|
