|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.61M
|
+$3.53M
|
+158,076
|
+59%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$5.52M
|
-$2.2M
|
-98,426
|
-29%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.65M
|
-$5.43K
|
-243
|
-0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
-$18.8K
|
-841
|
-0.4%
|
|
|
5
|
Relative Value Partners Group
|
$4.06M
|
-$1.07M
|
-48,079
|
-21%
|
|
|
6
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$3.97M
|
-$85.4K
|
-3,821
|
-2%
|
|
|
7
|
|
$1.88M
|
+$32.3K
|
+1,444
|
+2%
|
|
|
8
|
|
$1.26M
|
–
|
–
|
–
|
|
|
9
|
Icon Advisers
Greenwood Village,
Colorado
|
$1.1M
|
+$1.09M
|
+48,746
|
New
|
|
|
10
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$671K
|
-$13.8K
|
-618
|
-2%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$556K
|
+$552K
|
+24,705
|
New
|
|
|
12
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$408K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$313K
|
-$71.4K
|
-3,192
|
-19%
|
|
|
14
|
|
$278K
|
-$1.12K
|
-50
|
-0.4%
|
|
|
15
|
Magnus Financial Group
New York
|
$200K
|
+$199K
|
+8,900
|
New
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$159K
|
+$13.4K
|
+600
|
+9%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32K
|
+$19.9K
|
+890
|
+174%
|
|
|
18
|
Cordasco Financial Network
Naples,
Florida
|
$26K
|
+$26.1K
|
+1,166
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
+$20.7K
|
+924
|
New
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$2.25K
|
–
|
–
|
–
|
|
|
24
|
L.J. Altfest & Co
New York
|
–
|
-$209K
|
-9,436
|
Closed
|
|
