|
1
|
State Street
Boston,
Massachusetts
|
$48.9M
|
+$8.61M
|
+275,600
|
+22%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$12.1M
|
-$795K
|
-25,432
|
-6%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.76M
|
+$229K
|
+7,320
|
+5%
|
|
|
4
|
|
$2.65M
|
-$2.58M
|
-82,556
|
-50%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.29M
|
+$84.3K
|
+2,696
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
+$77.6K
|
+2,484
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$6.75K
|
+216
|
+0.4%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.3M
|
+$25.3K
|
+808
|
+2%
|
|
|
9
|
|
$1.26M
|
+$19.4K
|
+620
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$889K
|
+$459K
|
+14,692
|
+111%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$467K
|
–
|
–
|
–
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$450K
|
-$33.8K
|
-1,080
|
-7%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$373K
|
+$367K
|
+11,736
|
New
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$333K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$277K
|
+$41.3K
|
+1,320
|
+18%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$264K
|
-$2.25K
|
-72
|
-0.9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$171K
|
+$12.5K
|
+400
|
+8%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$86K
|
–
|
–
|
–
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$51K
|
+$50.5K
|
+1,616
|
New
|
|
|
20
|
Ballast Advisors
Woodbury,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
21
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$16K
|
+$1.88K
|
+60
|
+14%
|
|
|
22
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$12.7K
|
+$125
|
+4
|
+1%
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
25
|
JFG Wealth Management
Denver,
Colorado
|
–
|
-$775K
|
-25,936
|
Closed
|
|
