|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$579K
|
+$171K
|
+5,582
|
+42%
|
|
|
27
|
SteelPeak Wealth
Woodland Hills,
California
|
$557K
|
+$48.9K
|
+1,600
|
+10%
|
|
|
28
|
Moors & Cabot
Boston,
Massachusetts
|
$545K
|
+$153K
|
+5,000
|
+39%
|
|
|
29
|
Harbour Investments
Madison,
Wisconsin
|
$519K
|
-$57.2K
|
-1,873
|
-10%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$484K
|
+$91.7K
|
+3,000
|
+23%
|
|
|
31
|
WFA of San Diego
San Diego,
California
|
$475K
|
-$146K
|
-4,776
|
-23%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$434K
|
+$435K
|
+14,244
|
New
|
|
|
33
|
KeyBank National Association
Cleveland,
Ohio
|
$413K
|
–
|
–
|
–
|
|
|
34
|
Naviter Wealth
Little Rock,
Arkansas
|
$404K
|
-$13M
|
-426,975
|
-97%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$365K
|
-$7K
|
-229
|
-2%
|
|
|
36
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$342K
|
+$343K
|
+11,230
|
New
|
|
|
37
|
ProVise Management Group
Clearwater,
Florida
|
$323K
|
-$108K
|
-3,529
|
-25%
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$321K
|
+$18.9K
|
+620
|
+6%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$319K
|
-$32.8K
|
-1,072
|
-9%
|
|
|
40
|
Avantax Advisory Services
Dallas,
Texas
|
$242K
|
-$16.7K
|
-547
|
-6%
|
|
|
41
|
Silverlake Wealth Management
Williston,
Vermont
|
$207K
|
–
|
–
|
–
|
|
|
42
|
|
$203K
|
+$204K
|
+6,686
|
New
|
|
|
43
|
NVWM LLC
Yardley,
Pennsylvania
|
$62.9K
|
+$5.22K
|
+171
|
+9%
|
|
|
44
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$60.9K
|
+$61.1K
|
+2,000
|
New
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$58.1K
|
+$58.3K
|
+1,908
|
New
|
|
|
46
|
Worth Asset Management
Dallas,
Texas
|
$41.4K
|
–
|
–
|
–
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24K
|
-$836K
|
-27,347
|
-97%
|
|
|
48
|
VisionPoint Advisory Group
Dallas,
Texas
|
$18.7K
|
+$18.8K
|
+614
|
New
|
|
|
49
|
Bank of America
Charlotte,
North Carolina
|
$305
|
–
|
–
|
–
|
|
|
50
|
|
–
|
-$5.05M
|
-171,151
|
Closed
|
|
