|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.1M
|
-$1.75M
|
-181,578
|
-8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.97M
|
-$111K
|
-11,495
|
-1%
|
|
|
3
|
|
$4.21M
|
+$189K
|
+19,624
|
+5%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$3.72M
|
+$206K
|
+21,376
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.25M
|
+$372K
|
+38,665
|
+13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
+$77.6K
|
+8,067
|
+3%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.38M
|
-$237K
|
-24,600
|
-9%
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$1.83M
|
+$218K
|
+22,610
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
+$11.9K
|
+1,238
|
+0.8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$52K
|
+5,401
|
+4%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.3M
|
+$300K
|
+31,206
|
+30%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.28M
|
-$646K
|
-67,154
|
-33%
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$1.07M
|
+$700K
|
+72,788
|
+180%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$711K
|
–
|
–
|
–
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$346K
|
–
|
–
|
–
|
|
|
16
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$260K
|
+$14.4K
|
+1,500
|
+6%
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$217K
|
+$107K
|
+11,078
|
+93%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$210K
|
-$38.3K
|
-3,983
|
-15%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$183K
|
-$382K
|
-39,651
|
-67%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$165K
|
-$9.62K
|
-1,000
|
-5%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$163K
|
–
|
–
|
–
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$161K
|
–
|
–
|
–
|
|
|
24
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$117K
|
-$21.7K
|
-2,250
|
-15%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$94K
|
–
|
–
|
–
|
|
