|
1
|
|
$15.9M
|
+$2.28M
|
+113,230
|
+17%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.34M
|
+$314K
|
+15,628
|
+4%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.98M
|
+$1.36M
|
+67,404
|
+37%
|
|
|
4
|
|
$3.49M
|
+$237K
|
+11,772
|
+7%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.4M
|
-$32.8K
|
-1,629
|
-0.9%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$2.88M
|
+$177K
|
+8,790
|
+7%
|
|
|
7
|
Smith Asset Management
Chiefland,
Florida
|
$2.75M
|
-$25K
|
-1,245
|
-0.9%
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.52M
|
-$109K
|
-5,413
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
+$159K
|
+7,895
|
+13%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$1.35M
|
-$2.51K
|
-125
|
-0.2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.3M
|
-$45.6K
|
-2,265
|
-3%
|
|
|
12
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$982K
|
-$1.04M
|
-51,934
|
-50%
|
|
|
13
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$982K
|
-$457K
|
-22,731
|
-32%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$868K
|
-$46.3K
|
-2,300
|
-5%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$855K
|
+$198K
|
+9,826
|
+30%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$843K
|
+$572K
|
+28,420
|
+207%
|
|
|
17
|
Gridiron Partners
Wexford,
Pennsylvania
|
$805K
|
–
|
–
|
–
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$674K
|
+$56.1K
|
+2,789
|
+9%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$633K
|
-$14.6K
|
-724
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$628K
|
+$149K
|
+7,395
|
+31%
|
|
|
21
|
WealthBridge Capital Management
Westerville,
Ohio
|
$559K
|
+$17.1K
|
+850
|
+3%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$498K
|
+$498K
|
+24,759
|
New
|
|
|
23
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$494K
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$384K
|
+$3.32K
|
+165
|
+0.9%
|
|
|
25
|
Readystate Asset Management
Chicago,
Illinois
|
$361K
|
+$23.5K
|
+1,169
|
+7%
|
|
