|
1
|
|
$42.2M
|
+$1.42M
|
+155,536
|
+4%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18M
|
-$961K
|
-105,488
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.82M
|
-$484K
|
-53,125
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.51M
|
-$835K
|
-91,577
|
-13%
|
|
|
5
|
Bramshill Investments
Naples,
Florida
|
$5.17M
|
-$12.3K
|
-1,353
|
-0.2%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$4.54M
|
-$131K
|
-14,384
|
-3%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$4.01M
|
+$3.97M
|
+435,800
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.54M
|
-$145K
|
-15,917
|
-4%
|
|
|
9
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$3.3M
|
-$379K
|
-41,600
|
-10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.87M
|
-$904K
|
-99,211
|
-24%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.43M
|
+$137K
|
+15,079
|
+6%
|
|
|
12
|
Relative Value Partners Group
|
$2.43M
|
+$2.41M
|
+264,256
|
New
|
|
|
13
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.67M
|
+$1.66M
|
+181,993
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$66.9K
|
+7,339
|
+5%
|
|
|
15
|
Shaker Financial Services
Arlington,
Virginia
|
$1.27M
|
+$190K
|
+20,858
|
+18%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.03M
|
-$8.2K
|
-900
|
-0.8%
|
|
|
17
|
|
$975K
|
-$100K
|
-11,000
|
-9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$728K
|
-$68.5K
|
-7,520
|
-9%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$679K
|
-$831K
|
-91,163
|
-55%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$669K
|
+$169K
|
+18,508
|
+34%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$594K
|
-$654K
|
-71,815
|
-53%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$537K
|
+$6.19K
|
+679
|
+1%
|
|
|
23
|
|
$512K
|
+$200
|
+22
|
+0%
|
|
|
24
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$443K
|
–
|
–
|
–
|
|
|
25
|
Sargent Investment Group
Bethesda,
Maryland
|
$437K
|
-$365K
|
-40,000
|
-46%
|
|
