|
1
|
State Street
Boston,
Massachusetts
|
$174M
|
+$18M
|
+653,560
|
+11%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$93.7M
|
+$10.9M
|
+395,506
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$60.9M
|
-$30.2M
|
-1,095,876
|
-33%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$38.5M
|
-$14.8M
|
-536,258
|
-27%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
-$9.3M
|
-337,200
|
-31%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.2M
|
+$13.5M
|
+489,120
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$11M
|
+$974K
|
+35,316
|
+9%
|
|
|
8
|
|
$7.94M
|
-$3.38M
|
-122,504
|
-29%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$5.73M
|
+$5.53M
|
+200,530
|
+1,625%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.32M
|
+$5.45M
|
+197,653
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.8M
|
+$4.66M
|
+169,077
|
+1,800%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.71M
|
+$373K
|
+13,527
|
+16%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.65M
|
+$2.72M
|
+98,620
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
+$167K
|
+6,051
|
+8%
|
|
|
15
|
|
$2.2M
|
+$1.12M
|
+40,641
|
+99%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.2M
|
-$363K
|
-13,139
|
-14%
|
|
|
17
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.81M
|
+$104K
|
+3,767
|
+6%
|
|
|
18
|
New England Securities
New York
|
$1.65M
|
+$381K
|
+13,813
|
+29%
|
|
|
19
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.28M
|
+$24.1K
|
+872
|
+2%
|
|
|
20
|
|
$1.28M
|
-$1.64M
|
-59,418
|
-56%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$1.17M
|
+$102K
|
+3,690
|
+9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
-$4.6M
|
-166,717
|
-80%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$900K
|
–
|
–
|
–
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$866K
|
+$888K
|
+32,189
|
New
|
|
|
25
|
Virtu KCG Holdings
New York
|
$764K
|
-$3.22M
|
-116,536
|
-80%
|
|
