|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.95M
|
+$689K
|
+32,326
|
+23%
|
|
|
2
|
|
$2.39M
|
+$394K
|
+18,501
|
+21%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.04M
|
-$26.6K
|
-1,250
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.66M
|
+$25.6K
|
+1,200
|
+2%
|
|
|
5
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.61M
|
+$40K
|
+1,878
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.44M
|
-$82K
|
-3,847
|
-6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.17M
|
+$25.9K
|
+1,216
|
+2%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$930K
|
-$20.5K
|
-960
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674K
|
-$22.5K
|
-1,056
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$656K
|
-$51.1K
|
-2,400
|
-8%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$580K
|
+$99K
|
+4,647
|
+22%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$549K
|
+$520K
|
+24,398
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$354K
|
-$13.5K
|
-634
|
-4%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$338K
|
+$21.3K
|
+1,000
|
+7%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$319K
|
+$5.8K
|
+272
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$273K
|
-$62.2K
|
-2,918
|
-19%
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$229K
|
–
|
–
|
–
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$200K
|
-$74.6K
|
-3,500
|
-28%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$126K
|
+$27.7K
|
+1,300
|
+30%
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$85.5K
|
-$8.52K
|
-400
|
-10%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
22
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$16K
|
+$234
|
+11
|
+2%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$14K
|
+$13.6K
|
+640
|
New
|
|
|
24
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$868K
|
-45,446
|
Closed
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$15K
|
-800
|
Closed
|
|
