|
1
|
State Street
Boston,
Massachusetts
|
$188M
|
+$5.07M
|
+183,232
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$100M
|
+$2.12M
|
+76,683
|
+2%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$69.2M
|
+$28.3M
|
+1,021,937
|
+71%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
+$1.14M
|
+41,336
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
-$41.9M
|
-1,514,910
|
-67%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.1M
|
-$737K
|
-26,663
|
-5%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$12.3M
|
+$666K
|
+24,067
|
+6%
|
|
|
8
|
|
$8.37M
|
+$42.2K
|
+1,525
|
+0.5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.32M
|
+$2.23M
|
+80,705
|
+45%
|
|
|
10
|
|
$4.49M
|
+$3.09M
|
+111,553
|
+235%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.05M
|
-$1.5M
|
-54,119
|
-27%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.26M
|
+$2.79M
|
+100,756
|
+690%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.79M
|
-$49.9K
|
-1,805
|
-2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.3M
|
-$78K
|
-2,821
|
-3%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.12M
|
-$647K
|
-23,395
|
-24%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.12M
|
-$197K
|
-7,112
|
-9%
|
|
|
17
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.94M
|
+$39.3K
|
+1,422
|
+2%
|
|
|
18
|
|
$1.34M
|
-$942K
|
-34,059
|
-42%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$169K
|
+6,104
|
+15%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.01M
|
–
|
–
|
–
|
|
|
21
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$997K
|
-$338K
|
-12,237
|
-26%
|
|
|
22
|
National Planning Corporation
El Segundo,
California
|
$686K
|
+$403K
|
+14,556
|
+164%
|
|
|
23
|
City National Bank
Beverly Hills,
Delaware
|
$546K
|
+$124K
|
+4,481
|
+30%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$480K
|
+$126K
|
+4,556
|
+37%
|
|
|
25
|
Bank of New York Mellon
New York
|
$459K
|
-$40.4K
|
-1,459
|
-8%
|
|
