|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$38.2M
|
+$34.7M
|
+3,847,550
|
New
|
|
|
2
|
C Partners Holding
Zurich,
Switzerland
|
$34.1M
|
–
|
–
|
–
|
|
|
3
|
|
$27.1M
|
+$116K
|
+12,850
|
+0.5%
|
|
|
4
|
|
$22.7M
|
+$13.9M
|
+1,534,320
|
+203%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$19.2M
|
-$10.1M
|
-1,121,910
|
-37%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$17.9M
|
+$1.78M
|
+197,500
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
-$1.1M
|
-121,750
|
-7%
|
|
|
8
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$13.5M
|
-$58.1K
|
-6,430
|
-0.5%
|
|
|
9
|
Herr Investment Group
Austin,
Texas
|
$11.6M
|
+$10.5M
|
+1,166,270
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
-$1.21M
|
-134,220
|
-10%
|
|
|
11
|
Prospector Partners
Guilford,
Connecticut
|
$7.52M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.77M
|
+$593K
|
+65,640
|
+11%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.56M
|
+$2.41M
|
+266,340
|
+91%
|
|
|
14
|
SG Americas Securities
New York
|
$5.16M
|
+$542K
|
+60,000
|
+13%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.75M
|
+$2.7M
|
+298,520
|
+166%
|
|
|
16
|
Q3 Asset Management
Birmingham,
Michigan
|
$3.83M
|
+$3.49M
|
+385,900
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
-$1.01M
|
-111,360
|
-23%
|
|
|
18
|
Trek Financial
Scottsdale,
Arizona
|
$2.71M
|
+$2.47M
|
+272,950
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.95M
|
+$143K
|
+15,790
|
+9%
|
|
|
20
|
|
$1.54M
|
-$1.36M
|
-150,330
|
-49%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$1.39M
|
-$36.1K
|
-4,000
|
-3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.34M
|
-$30.1K
|
-3,330
|
-2%
|
|
|
23
|
Ingalls & Snyder LLC
New York
|
$1.34M
|
–
|
–
|
–
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$1.25M
|
-$127K
|
-14,060
|
-10%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$97.2K
|
+10,760
|
+9%
|
|
