|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.2M
|
+$2.54M
|
+264,036
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.14M
|
-$321K
|
-33,376
|
-4%
|
|
|
3
|
|
$3.77M
|
+$854K
|
+88,739
|
+26%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$3.2M
|
-$82.6K
|
-8,581
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.48M
|
+$208K
|
+21,586
|
+8%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.35M
|
+$192K
|
+19,900
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.32M
|
+$131K
|
+13,565
|
+5%
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$1.5M
|
+$1.65M
|
+170,850
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$65.8K
|
-6,833
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
-$414K
|
-43,042
|
-22%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$961K
|
+$196K
|
+20,309
|
+24%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$871K
|
+$80.2K
|
+8,324
|
+9%
|
|
|
13
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$739K
|
+$808K
|
+83,907
|
New
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$683K
|
+$89.5K
|
+9,300
|
+14%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$537K
|
+$587K
|
+60,981
|
New
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$322K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$256K
|
+$280K
|
+29,056
|
New
|
|
|
18
|
Royal Fund Management
Lady Lake,
Florida
|
$214K
|
+$5.8K
|
+602
|
+3%
|
|
|
19
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$186K
|
-$12.4K
|
-1,293
|
-6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$162K
|
+$67.4K
|
+7,000
|
+61%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$150K
|
+$19.3K
|
+2,000
|
+13%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$122K
|
-$33.7K
|
-3,496
|
-20%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$88K
|
–
|
–
|
–
|
|
|
24
|
Brown Brothers Harriman & Co
New York
|
$88K
|
+$96.3K
|
+10,000
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$58K
|
-$52.2K
|
-5,423
|
-45%
|
|
