|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.9M
|
-$2.72M
|
-282,661
|
-13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.39M
|
-$780K
|
-81,121
|
-10%
|
|
|
3
|
|
$5.27M
|
+$931K
|
+96,855
|
+22%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$4M
|
+$183K
|
+18,995
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.71M
|
+$362K
|
+37,660
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.86M
|
+$108K
|
+11,180
|
+4%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.2M
|
-$244K
|
-25,400
|
-10%
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$1.88M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.46M
|
-$42.5K
|
-4,425
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
-$3.65K
|
-380
|
-0.3%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.41M
|
+$79K
|
+8,218
|
+6%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$729K
|
–
|
–
|
–
|
|
|
13
|
Shaker Financial Services
Arlington,
Virginia
|
$677K
|
-$418K
|
-43,504
|
-38%
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$651K
|
+$643K
|
+66,873
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$625K
|
-$687K
|
-71,439
|
-53%
|
|
|
16
|
Relative Value Partners Group
|
$581K
|
+$573K
|
+59,633
|
New
|
|
|
17
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$486K
|
+$362K
|
+37,598
|
+303%
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$394K
|
+$126K
|
+13,100
|
+48%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$355K
|
–
|
–
|
–
|
|
|
20
|
Royal Fund Management
Lady Lake,
Florida
|
$220K
|
-$15.8K
|
-1,638
|
-7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$212K
|
-$2.73K
|
-284
|
-1%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$204K
|
-$18.9K
|
-1,970
|
-9%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$170K
|
–
|
–
|
–
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$165K
|
+$163K
|
+17,000
|
New
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$146K
|
-$19.2K
|
-2,000
|
-12%
|
|
