|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.3M
|
+$3.92M
|
+391,078
|
+26%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.5M
|
+$1.49M
|
+149,048
|
+21%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$3.75M
|
-$107K
|
-10,654
|
-3%
|
|
|
4
|
|
$3.41M
|
+$76K
|
+7,578
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$627K
|
+62,567
|
+32%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.51M
|
-$30.7K
|
-3,067
|
-1%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.48M
|
+$2.47M
|
+246,599
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.93M
|
-$110K
|
-11,007
|
-5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
+$24.2K
|
+2,416
|
+2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$912K
|
+$160K
|
+15,945
|
+21%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$844K
|
+$9.38K
|
+936
|
+1%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$687K
|
+$40.1K
|
+4,000
|
+6%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$368K
|
-$25.6K
|
-2,550
|
-7%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$304K
|
-$83.2K
|
-8,296
|
-22%
|
|
|
15
|
Royal Fund Management
Lady Lake,
Florida
|
$238K
|
+$13.4K
|
+1,336
|
+6%
|
|
|
16
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$226K
|
-$10.1K
|
-1,011
|
-4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$175K
|
+$7.84K
|
+782
|
+5%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$151K
|
–
|
–
|
–
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$144K
|
-$50.7K
|
-5,062
|
-26%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$121K
|
-$6.64K
|
-662
|
-5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$101K
|
+$100K
|
+10,000
|
New
|
|
|
23
|
Lindbrook Capital
Calabasas,
California
|
$30K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$10.2K
|
+1,014
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9K
|
–
|
–
|
–
|
|
