|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.8M
|
-$2.29M
|
-242,965
|
-11%
|
|
|
2
|
|
$10.8M
|
-$560K
|
-59,296
|
-5%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.76M
|
+$21.6K
|
+2,284
|
+1%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.67M
|
-$882K
|
-93,399
|
-35%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.07M
|
-$158K
|
-16,688
|
-13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.06M
|
+$71.7K
|
+7,596
|
+7%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$758K
|
+80,274
|
+252%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$936K
|
+$58.2K
|
+6,160
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$752K
|
+$39.9K
|
+4,230
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$699K
|
+$75.7K
|
+8,016
|
+12%
|
|
|
11
|
Park Avenue Securities
New York
|
$694K
|
+$75.5K
|
+7,999
|
+12%
|
|
|
12
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$632K
|
-$83.6K
|
-8,850
|
-12%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$614K
|
-$37.7K
|
-3,995
|
-6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$563K
|
+$16.5K
|
+1,744
|
+3%
|
|
|
15
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$449K
|
-$25.6K
|
-2,712
|
-5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$428K
|
+$4.04K
|
+428
|
+1%
|
|
|
17
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$372K
|
+$372K
|
+39,384
|
New
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$348K
|
+$38
|
+4
|
+0%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$336K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$322K
|
-$47.2K
|
-5,000
|
-13%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$302K
|
+$16.9K
|
+1,792
|
+6%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$171K
|
-$7.18K
|
-761
|
-4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
–
|
–
|
–
|
|
|
24
|
|
$119K
|
+$118K
|
+12,550
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$116K
|
+$14.4K
|
+1,527
|
+14%
|
|
