|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$279K
|
+$87.6K
|
+1,567
|
+43%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275K
|
+$2.07K
|
+37
|
+0.7%
|
|
|
28
|
New York Life Investment Management
New York
|
$229K
|
+$232K
|
+4,156
|
New
|
|
|
29
|
One Advisory Partners
Overland Park,
Kansas
|
$225K
|
+$233K
|
+4,169
|
New
|
|
|
30
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$204K
|
+$76K
|
+1,360
|
+58%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$203K
|
-$709K
|
-12,680
|
-77%
|
|
|
32
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$202K
|
+$209K
|
+3,744
|
New
|
|
|
33
|
Belpointe Asset Management
Reno,
Nevada
|
$164K
|
+$8.39K
|
+150
|
+5%
|
|
|
34
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$144K
|
+$91.4K
|
+1,634
|
+157%
|
|
|
35
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$134K
|
-$210K
|
-3,752
|
-60%
|
|
|
36
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$111K
|
+$115K
|
+2,055
|
New
|
|
|
37
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$103K
|
–
|
–
|
–
|
|
|
38
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$58K
|
–
|
–
|
–
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$51K
|
-$122K
|
-2,174
|
-39%
|
|
|
40
|
Clearstead Advisors
Cleveland,
Ohio
|
$51K
|
+$14.7K
|
+262
|
+38%
|
|
|
41
|
Penserra Capital Management
Orinda,
California
|
$41K
|
-$3.8K
|
-68
|
-8%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$19K
|
-$15.9K
|
-285
|
-45%
|
|
|
43
|
Caldwell Trust
Venice,
Florida
|
$14.2K
|
+$2.13K
|
+38
|
+17%
|
|
|
44
|
|
$11K
|
+$11.7K
|
+210
|
New
|
|
|
45
|
Spire Wealth Management
Mclean,
Virginia
|
$4K
|
+$503
|
+9
|
+13%
|
|
|
46
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$4.14K
|
+74
|
New
|
|
|
47
|
Matthew Hamilton Rosenberg
|
$3K
|
-$4.31K
|
-77
|
-57%
|
|
|
48
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
+$3.52K
|
+63
|
New
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2.13M
|
-36,940
|
Closed
|
|
|
50
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$797K
|
-13,838
|
Closed
|
|
