|
1
|
State Street
Boston,
Massachusetts
|
$47.2M
|
+$2.87M
|
+120,000
|
+7%
|
|
|
2
|
Veritable
Wilmington,
Delaware
|
$4.74M
|
–
|
–
|
–
|
|
|
3
|
|
$2.03M
|
-$5.85M
|
-244,880
|
-75%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.77M
|
+$102K
|
+4,276
|
+6%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.75M
|
+$13.6K
|
+568
|
+0.8%
|
|
|
6
|
|
$1.25M
|
-$14.8K
|
-620
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
+$1.15K
|
+48
|
+0.1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.05M
|
+$573
|
+24
|
+0.1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$854K
|
+$824K
|
+34,488
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$744K
|
+$319K
|
+13,352
|
+80%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$576K
|
+$556K
|
+23,264
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$535K
|
+$5.16K
|
+216
|
+1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$342K
|
-$39.1K
|
-1,636
|
-11%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$333K
|
+$37.4K
|
+1,564
|
+13%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$201K
|
+$194K
|
+8,120
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$162K
|
+$2.1K
|
+88
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
+$19.1K
|
+800
|
+17%
|
|
|
19
|
Ballast Advisors
Woodbury,
Minnesota
|
$23K
|
+$22.5K
|
+944
|
New
|
|
|
20
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$10K
|
-$15.2K
|
-636
|
-61%
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$610K
|
-26,496
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$96
|
+4
|
New
|
|
