|
1
|
|
$2.69M
|
-$168K
|
-18,282
|
-5%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$883K
|
+$286K
|
+31,166
|
+40%
|
|
|
3
|
Private Management Group
Irvine,
California
|
$802K
|
+$68.6K
|
+7,476
|
+8%
|
|
|
4
|
Shaker Financial Services
Arlington,
Virginia
|
$502K
|
+$237K
|
+25,886
|
+71%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$443K
|
+$2.82K
|
+308
|
+0.6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$415K
|
–
|
–
|
–
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$327K
|
+$32.5K
|
+3,545
|
+10%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$315K
|
-$103K
|
-11,221
|
-22%
|
|
|
9
|
Rothschild Investment LLC
Chicago,
Illinois
|
$315K
|
-$28.7K
|
-3,133
|
-7%
|
|
|
10
|
1776 Wealth
Atlanta,
Georgia
|
$250K
|
–
|
–
|
–
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$240K
|
-$3.9K
|
-425
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$237K
|
-$10K
|
-1,093
|
-4%
|
|
|
13
|
Wolverine Asset Management
Chicago,
Illinois
|
$234K
|
-$31.9K
|
-3,475
|
-11%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$162K
|
–
|
–
|
–
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$160K
|
+$182K
|
+19,889
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$153K
|
-$35.8K
|
-3,901
|
-17%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$141K
|
-$41.3K
|
-4,500
|
-20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$129K
|
-$21.3K
|
-2,327
|
-13%
|
|
|
19
|
Gabelli Funds
Rye,
New York
|
$120K
|
–
|
–
|
–
|
|
|
20
|
Relative Value Partners Group
|
$116K
|
–
|
–
|
–
|
|
|
21
|
Bay Colony Advisors
Concord,
Massachusetts
|
$104K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$93K
|
+$4.25K
|
+464
|
+4%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$84K
|
–
|
–
|
–
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$27K
|
+$31.1K
|
+3,387
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$25K
|
-$7.93K
|
-865
|
-22%
|
|
