|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19M
|
+$871K
|
+88,623
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7M
|
-$477K
|
-48,566
|
-6%
|
|
|
3
|
|
$6.12M
|
+$793K
|
+80,764
|
+15%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$4.1M
|
+$49.5K
|
+5,037
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.77M
|
-$119K
|
-12,128
|
-4%
|
|
|
6
|
Relative Value Partners Group
|
$2.56M
|
+$1.97M
|
+200,623
|
+336%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.19M
|
-$31.4K
|
-3,200
|
-1%
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$1.9M
|
–
|
–
|
–
|
|
|
9
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.86M
|
+$1.86M
|
+189,644
|
New
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.43M
|
+$5.93K
|
+604
|
+0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
-$216K
|
-22,018
|
-15%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$936K
|
-$542K
|
-55,202
|
-37%
|
|
|
13
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$918K
|
+$426K
|
+43,380
|
+87%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$747K
|
+$9.82K
|
+1,000
|
+1%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$651K
|
+$98
|
+10
|
+0%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$548K
|
-$83.8K
|
-8,531
|
-13%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$401K
|
+$398K
|
+40,560
|
New
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$241K
|
+$34.7K
|
+3,537
|
+17%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$232K
|
-$3.51M
|
-357,608
|
-94%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$222K
|
+$78.6K
|
+8,000
|
+55%
|
|
|
21
|
Royal Fund Management
Lady Lake,
Florida
|
$217K
|
-$5.03K
|
-512
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$211K
|
-$2.75K
|
-280
|
-1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$196K
|
+$24.6K
|
+2,500
|
+14%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$173K
|
+$173K
|
+17,630
|
New
|
|
|
25
|
Shaker Financial Services
Arlington,
Virginia
|
$167K
|
-$518K
|
-52,704
|
-76%
|
|
