|
1
|
State Street
Boston,
Massachusetts
|
$202M
|
+$22.8M
|
+795,394
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$117M
|
+$38.9M
|
+1,357,998
|
+52%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$65.9M
|
+$8.23M
|
+287,157
|
+15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$32.3M
|
+$1.83M
|
+63,904
|
+6%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$27M
|
-$885K
|
-30,888
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$182K
|
+6,343
|
+1%
|
|
|
7
|
|
$11M
|
+$65.5K
|
+2,287
|
+0.6%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
+$4.16M
|
+145,188
|
+71%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$9.69M
|
+$291K
|
+10,140
|
+3%
|
|
|
10
|
Insight 2811 Inc
Chicago,
Illinois
|
$9.19M
|
+$8.97M
|
+313,120
|
New
|
|
|
11
|
|
$8.01M
|
+$692K
|
+24,147
|
+10%
|
|
|
12
|
|
$5.21M
|
+$60.3K
|
+2,103
|
+1%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.08M
|
+$872K
|
+30,435
|
+21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$440K
|
+15,347
|
+17%
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.07M
|
+$200K
|
+6,965
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.14M
|
+$27.6K
|
+964
|
+1%
|
|
|
17
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.83M
|
+$612K
|
+21,352
|
+52%
|
|
|
18
|
|
$1.79M
|
+$1.22M
|
+42,493
|
+228%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
+$538K
|
+18,756
|
+51%
|
|
|
20
|
|
$1.17M
|
-$1.65M
|
-57,706
|
-59%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.11M
|
-$22.1K
|
-770
|
-2%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$908K
|
-$94.8K
|
-3,309
|
-10%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$637K
|
+$102K
|
+3,572
|
+20%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$594K
|
+$217K
|
+7,568
|
+60%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$374K
|
+$365K
|
+12,739
|
New
|
|
