|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.4M
|
-$122K
|
-11,075
|
-2%
|
|
|
2
|
|
$4.55M
|
+$547K
|
+49,807
|
+13%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.36M
|
-$27.3K
|
-2,484
|
-0.6%
|
|
|
4
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3.01M
|
+$342K
|
+31,172
|
+12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
-$80.9K
|
-7,371
|
-3%
|
|
|
6
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.26M
|
+$2.37M
|
+216,285
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.14M
|
+$184K
|
+16,756
|
+9%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.55M
|
+$216K
|
+19,670
|
+15%
|
|
|
9
|
Matisse Capital
Portland,
Oregon
|
$1.36M
|
-$130K
|
-11,813
|
-8%
|
|
|
10
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.25M
|
+$29.4K
|
+2,679
|
+2%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$1.22M
|
+$3.79K
|
+345
|
+0.3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$989K
|
-$65.4K
|
-5,955
|
-6%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$864K
|
-$14.2K
|
-1,294
|
-2%
|
|
|
14
|
Park Avenue Securities
New York
|
$820K
|
-$47.9K
|
-4,367
|
-5%
|
|
|
15
|
|
$796K
|
-$54.4K
|
-4,952
|
-6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$564K
|
+$29.5K
|
+2,685
|
+5%
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$532K
|
+$297K
|
+27,100
|
+114%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$519K
|
-$5.42K
|
-494
|
-1%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$401K
|
+$421K
|
+38,395
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
-$11.4K
|
-1,039
|
-3%
|
|
|
21
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$370K
|
-$387K
|
-35,272
|
-50%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$346K
|
-$16.3K
|
-1,488
|
-4%
|
|
|
23
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$345K
|
+$32.9K
|
+3,000
|
+10%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$281K
|
-$4.85K
|
-442
|
-2%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$261K
|
–
|
–
|
–
|
|
