|
1
|
State Street
Boston,
Massachusetts
|
$171M
|
-$1.93M
|
-71,832
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$73.2M
|
-$4.03M
|
-149,744
|
-5%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$54.9M
|
+$52.7M
|
+1,959,076
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$2.84M
|
+105,640
|
+11%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$26.6M
|
+$25.6M
|
+950,581
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
+$12M
|
+444,316
|
+93,344%
|
|
|
7
|
Flow Traders U.S.
New York
|
$11.4M
|
+$10.6M
|
+395,226
|
+3,076%
|
|
|
8
|
|
$10.5M
|
+$4.47M
|
+166,160
|
+80%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$8.96M
|
+$605K
|
+22,493
|
+8%
|
|
|
10
|
|
$6.97M
|
+$624K
|
+23,192
|
+10%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$5.72M
|
+$73.4K
|
+2,730
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.14M
|
+$2.88M
|
+107,164
|
+140%
|
|
|
13
|
|
$4.92M
|
+$2.13M
|
+79,010
|
+82%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.99M
|
+$2.27M
|
+84,377
|
+144%
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.74M
|
+$2.51M
|
+93,441
|
+2,139%
|
|
|
16
|
|
$2.73M
|
-$380K
|
-14,146
|
-13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.59M
|
+$227K
|
+8,437
|
+10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.02M
|
-$40.6K
|
-1,510
|
-2%
|
|
|
19
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.15M
|
+$17.6K
|
+656
|
+2%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.1M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
+$461K
|
+17,135
|
+86%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$960K
|
-$231K
|
-8,600
|
-20%
|
|
|
23
|
|
$522K
|
-$6.83M
|
-254,127
|
-93%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$508K
|
+$73.7K
|
+2,739
|
+18%
|
|
|
25
|
Strategic Capital Group
Gig Harbor,
Washington
|
$372K
|
-$511
|
-19
|
-0.1%
|
|
