|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.9M
|
+$1.18M
|
+126,971
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$8.08M
|
+$391K
|
+42,214
|
+5%
|
|
|
3
|
|
$4.03M
|
-$23K
|
-2,482
|
-0.6%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$3.52M
|
+$56.6K
|
+6,114
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.89M
|
+$213K
|
+22,977
|
+8%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.62M
|
+$91.2K
|
+9,850
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
+$114K
|
+12,355
|
+5%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.92M
|
+$964K
|
+104,033
|
+105%
|
|
|
9
|
Bramshill Investments
Naples,
Florida
|
$1.62M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
+$47.7K
|
+5,147
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
-$58.2K
|
-6,280
|
-4%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.01M
|
+$8.61K
|
+930
|
+0.9%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$711K
|
-$23.2K
|
-2,500
|
-3%
|
|
|
14
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$558K
|
+$546K
|
+58,962
|
New
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$383K
|
-$191K
|
-20,571
|
-34%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$346K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$247K
|
-$27.6K
|
-2,980
|
-10%
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$246K
|
+$240K
|
+25,960
|
New
|
|
|
19
|
Royal Fund Management
Lady Lake,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$175K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$163K
|
+$98K
|
+10,580
|
+159%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$161K
|
–
|
–
|
–
|
|
|
23
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$139K
|
-$60.4K
|
-6,521
|
-31%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$113K
|
-$18.2K
|
-1,970
|
-14%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$95K
|
–
|
–
|
–
|
|
