|
1
|
|
$3.15M
|
-$89.8K
|
-9,090
|
-3%
|
|
|
2
|
Private Management Group
Irvine,
California
|
$825K
|
+$914K
|
+92,462
|
New
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$704K
|
+$779K
|
+78,890
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$490K
|
-$26.1K
|
-2,646
|
-5%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$462K
|
-$1.49K
|
-151
|
-0.3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$451K
|
+$3.07K
|
+311
|
+0.6%
|
|
|
7
|
Rothschild Investment LLC
Chicago,
Illinois
|
$379K
|
–
|
–
|
–
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$332K
|
+$367K
|
+37,184
|
New
|
|
|
9
|
Shaker Financial Services
Arlington,
Virginia
|
$327K
|
-$249K
|
-25,247
|
-41%
|
|
|
10
|
Wolverine Asset Management
Chicago,
Illinois
|
$291K
|
+$253K
|
+25,573
|
+360%
|
|
|
11
|
1776 Wealth
Atlanta,
Georgia
|
$278K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$273K
|
-$75.4K
|
-7,636
|
-20%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$271K
|
+$2.71K
|
+274
|
+0.9%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$222K
|
+$246K
|
+24,899
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$204K
|
-$30.8K
|
-3,121
|
-12%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$196K
|
-$33.8K
|
-3,425
|
-13%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$180K
|
-$26.7K
|
-2,706
|
-12%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$165K
|
-$5.23K
|
-529
|
-3%
|
|
|
19
|
Relative Value Partners Group
|
$142K
|
-$603
|
-61
|
-0.4%
|
|
|
20
|
Gabelli Funds
Rye,
New York
|
$134K
|
–
|
–
|
–
|
|
|
21
|
Bay Colony Advisors
Concord,
Massachusetts
|
$124K
|
+$49
|
+5
|
+0%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$99K
|
+$110K
|
+11,145
|
New
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$93K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$35K
|
-$123K
|
-12,421
|
-76%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
