|
1
|
State Street
Boston,
Massachusetts
|
$51.8M
|
+$6.41K
|
+196
|
+0%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$18.5M
|
+$17.9M
|
+545,654
|
New
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$18M
|
+$17.4M
|
+530,385
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.01M
|
+$94.1K
|
+2,877
|
+2%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$5.9M
|
+$5.7M
|
+174,065
|
New
|
|
|
6
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.68M
|
-$275K
|
-8,397
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.44M
|
+$1.94M
|
+59,402
|
+141%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.19M
|
+$181K
|
+5,545
|
+9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
+$130K
|
+3,962
|
+13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$321K
|
-9,809
|
-24%
|
|
|
11
|
|
$816K
|
+$131K
|
+4,008
|
+20%
|
|
|
12
|
Detalus Advisors
St. Louis,
Missouri
|
$809K
|
-$8.67K
|
-265
|
-1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$789K
|
+$22.9K
|
+699
|
+3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$779K
|
+$24.2K
|
+740
|
+3%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$584K
|
-$55.2K
|
-1,687
|
-9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$422K
|
–
|
–
|
–
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$316K
|
-$114K
|
-3,472
|
-27%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$311K
|
-$11.3K
|
-344
|
-4%
|
|
|
19
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$299K
|
-$18.8K
|
-575
|
-6%
|
|
|
20
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$285K
|
+$16.4K
|
+500
|
+6%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$261K
|
-$1.67K
|
-51
|
-0.7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$215K
|
–
|
–
|
–
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$201K
|
+$195K
|
+5,947
|
New
|
|
|
24
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$112K
|
+$109K
|
+3,324
|
New
|
|
|
25
|
|
$11K
|
-$425
|
-13
|
-4%
|
|
