|
1
|
|
$16.6M
|
+$152K
|
+7,402
|
+0.9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$7.28M
|
-$283K
|
-13,800
|
-4%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$4.89M
|
-$1.19M
|
-58,121
|
-20%
|
|
|
4
|
|
$3.74M
|
-$222K
|
-10,830
|
-6%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.51M
|
-$31.1K
|
-1,517
|
-0.9%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$3.02M
|
-$28.2K
|
-1,375
|
-0.9%
|
|
|
7
|
Smith Asset Management
Chiefland,
Florida
|
$2.8M
|
-$27.9K
|
-1,363
|
-1%
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.15M
|
+$577K
|
+28,148
|
+37%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$6.86K
|
+335
|
+0.4%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$1.48M
|
-$339K
|
-16,556
|
-19%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$62.8K
|
-3,065
|
-5%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.24M
|
-$47.9K
|
-2,338
|
-4%
|
|
|
13
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.18M
|
+$1.16M
|
+56,746
|
New
|
|
|
14
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.09M
|
+$63.9K
|
+3,118
|
+6%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$936K
|
+$923K
|
+45,059
|
New
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$927K
|
-$45.6K
|
-2,223
|
-5%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$892K
|
-$17.3K
|
-845
|
-2%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$847K
|
-$21.2K
|
-1,036
|
-2%
|
|
|
19
|
Gridiron Partners
Wexford,
Pennsylvania
|
$837K
|
–
|
–
|
–
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$746K
|
+$735K
|
+35,889
|
New
|
|
|
21
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$738K
|
-$123K
|
-6,000
|
-14%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$690K
|
+$31.1K
|
+1,520
|
+5%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$674K
|
-$21.3K
|
-1,039
|
-3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$647K
|
-$16.3K
|
-797
|
-2%
|
|
|
25
|
WealthBridge Capital Management
Westerville,
Ohio
|
$534K
|
+$6.15K
|
+300
|
+1%
|
|
