|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.45M
|
-$323K
|
-13,724
|
-9%
|
|
|
2
|
|
$2.94M
|
+$102K
|
+4,330
|
+4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
+$54.1K
|
+2,300
|
+3%
|
|
|
4
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.96M
|
+$115K
|
+4,903
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
-$38.4K
|
-1,633
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$88K
|
+3,739
|
+6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.48M
|
+$90.1K
|
+3,829
|
+7%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.03M
|
+$22.4K
|
+950
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$771K
|
+$24.7K
|
+1,050
|
+3%
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$758K
|
+$253K
|
+10,757
|
+53%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$695K
|
-$5.65K
|
-240
|
-0.8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$468K
|
-$20.3K
|
-862
|
-4%
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$468K
|
+$49.1K
|
+2,087
|
+12%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$381K
|
+$13.3K
|
+566
|
+4%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$330K
|
-$16.1K
|
-683
|
-5%
|
|
|
16
|
Royal Fund Management
Lady Lake,
Florida
|
$230K
|
-$16.8K
|
-712
|
-7%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$227K
|
+$424
|
+18
|
+0.2%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$207K
|
+$200K
|
+8,500
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$173K
|
+$4.71K
|
+200
|
+3%
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$92.5K
|
–
|
–
|
–
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
22
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$18K
|
+$353
|
+15
|
+2%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$479K
|
-20,869
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$2K
|
-88
|
Closed
|
|
