|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.3M
|
+$1.36M
|
+54,824
|
+72%
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.37M
|
+$105K
|
+4,250
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.75M
|
-$1.04M
|
-41,948
|
-38%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
-$353K
|
-14,271
|
-17%
|
|
|
5
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.72M
|
+$95.4K
|
+3,853
|
+6%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$1.28M
|
-$251K
|
-10,145
|
-17%
|
|
|
7
|
|
$1.19M
|
+$104K
|
+4,190
|
+10%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$935K
|
+$919K
|
+37,119
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$848K
|
+$189K
|
+7,638
|
+29%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$701K
|
+$345K
|
+13,945
|
+100%
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$417K
|
+$24.8K
|
+1,000
|
+6%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$380K
|
-$3.59K
|
-145
|
-1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$361K
|
-$37.1K
|
-1,500
|
-9%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$357K
|
+$351K
|
+14,179
|
New
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$339K
|
+$3.64K
|
+147
|
+1%
|
|
|
16
|
Royal Fund Management
Lady Lake,
Florida
|
$249K
|
+$13.3K
|
+537
|
+6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$227K
|
+$223K
|
+9,000
|
New
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$201K
|
+$198K
|
+8,000
|
New
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$106K
|
–
|
–
|
–
|
|
|
20
|
Citizens Financial Group
Providence,
Rhode Island
|
$41K
|
+$40.5K
|
+1,638
|
New
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$32K
|
+$32.2K
|
+1,300
|
New
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$17K
|
+$248
|
+10
|
+1%
|
|
|
25
|
|
$11K
|
-$11.1K
|
-447
|
-50%
|
|