|
1
|
|
$3.15M
|
+$185K
|
+7,595
|
+6%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.09M
|
-$380K
|
-15,615
|
-11%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.25M
|
-$24.8K
|
-1,022
|
-1%
|
|
|
4
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.96M
|
-$12.8K
|
-526
|
-0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.95M
|
+$363K
|
+14,945
|
+23%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.81M
|
+$99.4K
|
+4,091
|
+6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.33M
|
-$156K
|
-6,410
|
-11%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$151K
|
+6,196
|
+15%
|
|
|
9
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.01M
|
+$246K
|
+10,123
|
+32%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$888K
|
+$111K
|
+4,574
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674K
|
-$24.3K
|
-1,000
|
-4%
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$649K
|
+$177K
|
+7,291
|
+38%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$486K
|
+$15.5K
|
+639
|
+3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$363K
|
-$20K
|
-822
|
-5%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$324K
|
-$9.99K
|
-411
|
-3%
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$254K
|
+$252K
|
+10,364
|
New
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$226K
|
-$5.2K
|
-214
|
-2%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$203K
|
+$29.2K
|
+1,200
|
+17%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$198K
|
+$197K
|
+8,093
|
New
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$93.1K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
$72K
|
+$72K
|
+2,964
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$19K
|
+$194
|
+8
|
+1%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$4K
|
+$4.79K
|
+197
|
New
|
|
