|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$27.1M
|
+$1.13M
|
+9,924
|
+4%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$23.6M
|
+$13.9M
|
+122,127
|
+145%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$13.4M
|
+$13.4M
|
+117,427
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.46M
|
+$4.29M
|
+37,696
|
+137%
|
|
|
5
|
Boys Arnold & Co
Asheville,
North Carolina
|
$3.78M
|
-$186K
|
-1,635
|
-5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.05M
|
+$3.03M
|
+26,670
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.03M
|
+$3.01M
|
+26,437
|
New
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.93M
|
+$568
|
+5
|
+0%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.78M
|
+$558K
|
+4,909
|
+46%
|
|
|
10
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.71M
|
-$91.1K
|
-801
|
-5%
|
|
|
11
|
|
$1.38M
|
-$1.13M
|
-9,912
|
-45%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$957K
|
-8,420
|
-42%
|
|
|
13
|
|
$1.11M
|
-$339K
|
-2,985
|
-24%
|
|
|
14
|
Placemark Investments
Chicago,
Illinois
|
$987K
|
+$980K
|
+8,619
|
New
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$963K
|
+$339K
|
+2,984
|
+55%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$854K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$489K
|
-$6.16M
|
-54,201
|
-93%
|
|
|
18
|
FolioMetrix
Omaha,
Nebraska
|
$290K
|
+$295K
|
+2,594
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$229K
|
-$29.7K
|
-261
|
-12%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$203K
|
-$11.4K
|
-100
|
-5%
|
|
|
21
|
Forward Management
San Francisco,
California
|
$83K
|
–
|
–
|
–
|
|
|
22
|
Cassaday & Co
Mclean,
Virginia
|
$62K
|
+$61.4K
|
+540
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$60K
|
-$382K
|
-3,363
|
-86%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$35K
|
+$1.93K
|
+17
|
+6%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$34K
|
+$34.1K
|
+300
|
New
|
|
