|
1
|
State Street
Boston,
Massachusetts
|
$199M
|
-$6.61M
|
-220,438
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$155M
|
+$35.2M
|
+1,174,149
|
+30%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$90.3M
|
+$1.69M
|
+56,459
|
+2%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$56.1M
|
+$5.63M
|
+187,908
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$33.7M
|
+$3.25M
|
+108,379
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$14M
|
+465,720
|
+1,063%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
-$94.8K
|
-3,163
|
-0.8%
|
|
|
8
|
Insight 2811 Inc
Chicago,
Illinois
|
$10.4M
|
+$189K
|
+6,319
|
+2%
|
|
|
9
|
|
$10.4M
|
+$810K
|
+27,026
|
+9%
|
|
|
10
|
|
$5.24M
|
+$951K
|
+31,737
|
+22%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.08M
|
-$384K
|
-12,820
|
-11%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.81M
|
+$706K
|
+23,547
|
+34%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.5M
|
-$875K
|
-29,196
|
-26%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.22M
|
-$4.92K
|
-164
|
-0.2%
|
|
|
15
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.9M
|
+$16.2K
|
+541
|
+0.9%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.03M
|
–
|
–
|
–
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$1.02M
|
+$74K
|
+2,470
|
+8%
|
|
|
18
|
|
$875K
|
-$370K
|
-12,330
|
-30%
|
|
|
19
|
New England Securities
New York
|
$808K
|
+$672K
|
+22,432
|
+526%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$626K
|
-$2.14M
|
-71,239
|
-77%
|
|
|
21
|
City National Bank
Beverly Hills,
Delaware
|
$564K
|
-$76.7K
|
-2,558
|
-12%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$468K
|
-$399K
|
-13,314
|
-46%
|
|
|
23
|
IFC Holdings
Tampa,
Florida
|
$441K
|
+$161K
|
+5,385
|
+58%
|
|
|
24
|
|
$353K
|
-$4.42M
|
-147,537
|
-93%
|
|
|
25
|
Strategic Capital Group
Gig Harbor,
Washington
|
$352K
|
-$89K
|
-2,969
|
-20%
|
|
