|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.57M
|
-$454K
|
-19,929
|
-11%
|
|
|
2
|
|
$2.67M
|
+$229K
|
+10,027
|
+9%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.08M
|
-$4.56K
|
-200
|
-0.2%
|
|
|
4
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.74M
|
+$97.6K
|
+4,279
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.64M
|
-$53.9K
|
-2,363
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
-$66.8K
|
-2,928
|
-5%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.3M
|
+$114K
|
+4,985
|
+10%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$949K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$702K
|
+$33.2K
|
+1,456
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$660K
|
-$27.2K
|
-1,194
|
-4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$479K
|
+$476K
|
+20,869
|
New
|
|
|
12
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$468K
|
+$465K
|
+20,391
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$461K
|
-$130K
|
-5,712
|
-22%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$393K
|
+$47.5K
|
+2,084
|
+14%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$346K
|
-$15.2K
|
-666
|
-4%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$329K
|
+$2.99K
|
+131
|
+0.9%
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$213K
|
-$65.3K
|
-2,865
|
-24%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$158K
|
+$29.6K
|
+1,300
|
+23%
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$87.1K
|
–
|
–
|
–
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$16K
|
+$182
|
+8
|
+1%
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$2.01K
|
+88
|
New
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$549K
|
-24,398
|
Closed
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$200K
|
-8,900
|
Closed
|
|
