|
1
|
|
$17.1M
|
+$870K
|
+42,376
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.96M
|
-$153K
|
-7,446
|
-2%
|
|
|
3
|
|
$3.48M
|
-$166K
|
-8,098
|
-5%
|
|
|
4
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.43M
|
+$2.2K
|
+107
|
+0.1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$3.09M
|
+$151K
|
+7,374
|
+5%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$2.85M
|
-$1.95M
|
-95,052
|
-40%
|
|
|
7
|
Smith Asset Management
Chiefland,
Florida
|
$2.68M
|
-$44.7K
|
-2,174
|
-2%
|
|
|
8
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.12M
|
+$985K
|
+47,975
|
+85%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.78M
|
+$873K
|
+42,484
|
+94%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.69M
|
+$1.35M
|
+65,703
|
+368%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$35K
|
+1,704
|
+2%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.49M
|
-$616K
|
-30,009
|
-29%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$1.46M
|
+$24.1K
|
+1,174
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
-$91.6K
|
-4,461
|
-7%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.16M
|
-$52.2K
|
-2,539
|
-4%
|
|
|
16
|
Glaxis Capital Management
Sarasota,
Florida
|
$913K
|
+$924K
|
+45,000
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$905K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$858K
|
-$27.8K
|
-1,351
|
-3%
|
|
|
19
|
Gridiron Partners
Wexford,
Pennsylvania
|
$817K
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$764K
|
-$63.4K
|
-3,085
|
-8%
|
|
|
21
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$720K
|
–
|
–
|
–
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$672K
|
+$14.1K
|
+686
|
+2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$668K
|
-$5.57K
|
-271
|
-0.8%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$596K
|
-$36.2K
|
-1,764
|
-6%
|
|
|
25
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$592K
|
+$600K
|
+29,199
|
New
|
|
