|
1
|
State Street
Boston,
Massachusetts
|
$33.2M
|
+$19.7M
|
+663,812
|
+148%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$20.7M
|
+$1.21M
|
+40,832
|
+6%
|
|
|
3
|
|
$13.3M
|
+$6M
|
+202,072
|
+84%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.6M
|
+$3.91M
|
+131,659
|
+84%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.57M
|
+$1.33M
|
+44,673
|
+18%
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.19M
|
+$8.28M
|
+278,712
|
New
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$6.77M
|
-$362K
|
-12,205
|
-5%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.52M
|
-$2.61M
|
-87,820
|
-28%
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.82M
|
+$66.8K
|
+2,250
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$1.11M
|
+37,356
|
+71%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.56M
|
+$267K
|
+9,001
|
+12%
|
|
|
12
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.04M
|
+$254K
|
+8,539
|
+14%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.99M
|
+$1.96M
|
+65,913
|
+8,291%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
+$1.12M
|
+37,636
|
+187%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.4M
|
+$1.38M
|
+46,622
|
+39,178%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.33M
|
+$1.32M
|
+44,439
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.32M
|
-$1.83M
|
-61,590
|
-58%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.21M
|
+$1.2M
|
+40,372
|
New
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.12M
|
-$18.6K
|
-625
|
-2%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$1.04M
|
+$303K
|
+10,196
|
+42%
|
|
|
21
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$1.01M
|
+$1M
|
+33,776
|
New
|
|
|
22
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$798K
|
+$51.1K
|
+1,721
|
+7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$715K
|
+$713K
|
+24,004
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$679K
|
+$674K
|
+22,699
|
+56,748%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$556K
|
–
|
–
|
–
|
|
