|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.4M
|
+$1.69M
|
+178,199
|
+9%
|
|
|
2
|
|
$10.7M
|
-$543K
|
-57,113
|
-4%
|
|
|
3
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.98M
|
+$1.68M
|
+176,276
|
+362%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.65M
|
+$1.6M
|
+168,010
|
+884%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$854K
|
–
|
–
|
–
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$788K
|
+$124
|
+13
|
+0%
|
|
|
7
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$738K
|
-$317K
|
-33,300
|
-28%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$719K
|
-$108K
|
-11,364
|
-12%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$686K
|
-$23.3K
|
-2,454
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$669K
|
-$86.2K
|
-9,066
|
-11%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$550K
|
+$105K
|
+11,052
|
+22%
|
|
|
12
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$549K
|
+$592K
|
+62,289
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$542K
|
+$458K
|
+48,166
|
+362%
|
|
|
14
|
Park Avenue Securities
New York
|
$492K
|
+$531K
|
+55,814
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$481K
|
-$353K
|
-37,164
|
-40%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$407K
|
+$438K
|
+46,108
|
New
|
|
|
17
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$391K
|
+$421K
|
+44,284
|
New
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$324K
|
-$22.7K
|
-2,391
|
-6%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$313K
|
–
|
–
|
–
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$264K
|
+$285K
|
+30,000
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$166K
|
+$107K
|
+11,223
|
+147%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$149K
|
-$63.5K
|
-6,684
|
-28%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$146K
|
+$6.65K
|
+700
|
+4%
|
|
|
24
|
Curi RMB Capital
Chicago,
Illinois
|
$120K
|
+$129K
|
+13,600
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$90K
|
-$64.5K
|
-6,789
|
-40%
|
|
