|
1
|
|
$13.5M
|
+$958K
|
+46,807
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.95M
|
+$968K
|
+47,296
|
+16%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$3.59M
|
+$1.12M
|
+54,664
|
+43%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.4M
|
+$439K
|
+21,420
|
+14%
|
|
|
5
|
|
$3.22M
|
+$457K
|
+22,304
|
+16%
|
|
|
6
|
Smith Asset Management
Chiefland,
Florida
|
$2.74M
|
+$2.84M
|
+138,587
|
New
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.67M
|
+$2.77M
|
+135,214
|
New
|
|
|
8
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.09M
|
-$969K
|
-47,309
|
-31%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.61M
|
+$201K
|
+9,796
|
+14%
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.42M
|
+$1.47M
|
+71,863
|
New
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$1.34M
|
-$288K
|
-14,085
|
-17%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$27.1K
|
+1,326
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$273K
|
+13,335
|
+27%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$904K
|
+$510K
|
+24,887
|
+120%
|
|
|
15
|
Gridiron Partners
Wexford,
Pennsylvania
|
$797K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$651K
|
-$162K
|
-7,914
|
-19%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$641K
|
-$47.3K
|
-2,308
|
-7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$612K
|
-$7.17K
|
-350
|
-1%
|
|
|
19
|
WealthBridge Capital Management
Westerville,
Ohio
|
$536K
|
+$25.6K
|
+1,250
|
+5%
|
|
|
20
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$506K
|
+$524K
|
+25,573
|
New
|
|
|
21
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$488K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$475K
|
+$340K
|
+16,604
|
+223%
|
|
|
23
|
|
$463K
|
+$480K
|
+23,432
|
New
|
|
|
24
|
Landscape Capital Management
Englewood,
New Jersey
|
$379K
|
-$159K
|
-7,763
|
-29%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$376K
|
-$703K
|
-34,320
|
-64%
|
|
