|
1
|
|
$15.9M
|
-$88K
|
-4,532
|
-0.6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.34M
|
-$56.9K
|
-2,933
|
-0.8%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$5.91M
|
+$868K
|
+44,708
|
+18%
|
|
|
4
|
|
$3.84M
|
+$308K
|
+15,851
|
+9%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.43M
|
+$4.83K
|
+249
|
+0.1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$2.95M
|
+$50.3K
|
+2,591
|
+2%
|
|
|
7
|
Smith Asset Management
Chiefland,
Florida
|
$2.74M
|
-$28.3K
|
-1,456
|
-1%
|
|
|
8
|
Shaker Financial Services
Arlington,
Virginia
|
$1.76M
|
+$389K
|
+20,026
|
+30%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$291K
|
+14,980
|
+23%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.52M
|
-$19.7K
|
-1,017
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
-$62.6K
|
-3,226
|
-5%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.25M
|
+$1.21M
|
+62,247
|
New
|
|
|
13
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$990K
|
–
|
–
|
–
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$944K
|
+$91.2K
|
+4,700
|
+11%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$896K
|
+$21.2K
|
+1,094
|
+3%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$841K
|
-$19.2K
|
-988
|
-2%
|
|
|
17
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$836K
|
-$184K
|
-9,468
|
-19%
|
|
|
18
|
Gridiron Partners
Wexford,
Pennsylvania
|
$812K
|
–
|
–
|
–
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$675K
|
-$4.45K
|
-229
|
-0.7%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$643K
|
+$4.87K
|
+251
|
+0.8%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$638K
|
+$4.85K
|
+250
|
+0.8%
|
|
|
22
|
WealthBridge Capital Management
Westerville,
Ohio
|
$511K
|
-$50.2K
|
-2,585
|
-9%
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
$506K
|
+$390K
|
+20,065
|
+398%
|
|
|
24
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$497K
|
–
|
–
|
–
|
|
|
25
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$477K
|
+$162K
|
+8,339
|
+54%
|
|
