|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11M
|
+$1.66M
|
+73,722
|
+17%
|
|
|
2
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$4.82M
|
-$698K
|
-31,062
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.56M
|
-$13.3K
|
-590
|
-0.3%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$4.27M
|
+$300K
|
+13,351
|
+8%
|
|
|
5
|
Relative Value Partners Group
|
$4.24M
|
+$177K
|
+7,882
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.23M
|
-$409K
|
-18,213
|
-9%
|
|
|
7
|
|
$1.92M
|
+$32.8K
|
+1,457
|
+2%
|
|
|
8
|
|
$1.25M
|
–
|
–
|
–
|
|
|
9
|
Icon Advisers
Greenwood Village,
Colorado
|
$861K
|
-$235K
|
-10,444
|
-21%
|
|
|
10
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$694K
|
+$23.3K
|
+1,035
|
+3%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$556K
|
–
|
–
|
–
|
|
|
12
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$348K
|
+$35.6K
|
+1,584
|
+11%
|
|
|
14
|
|
$252K
|
-$25.4K
|
-1,130
|
-9%
|
|
|
15
|
Magnus Financial Group
New York
|
$200K
|
–
|
–
|
–
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$170K
|
+$11.3K
|
+503
|
+7%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39K
|
+$7.22K
|
+321
|
+23%
|
|
|
18
|
Cordasco Financial Network
Naples,
Florida
|
$27K
|
+$382
|
+17
|
+1%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$2.25K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$20K
|
-924
|
Closed
|
|
