|
1
|
State Street
Boston,
Massachusetts
|
$192M
|
+$4.62M
|
+157,741
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$103M
|
+$2.74M
|
+93,603
|
+3%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$79.2M
|
+$10.7M
|
+364,532
|
+15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
+$2.21M
|
+75,393
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
-$117K
|
-3,976
|
-0.5%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$12.4M
|
+$168K
|
+5,727
|
+1%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.4M
|
+$11.5M
|
+391,654
|
+3,076%
|
|
|
8
|
|
$9.09M
|
+$778K
|
+26,549
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.72M
|
+$1.75M
|
+59,759
|
+42%
|
|
|
10
|
MSI Financial Services
Springfield,
Massachusetts
|
$4.5M
|
+$1.31M
|
+44,609
|
+39%
|
|
|
11
|
|
$3.49M
|
-$1.02M
|
-34,831
|
-22%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.25M
|
+$2.01M
|
+68,491
|
+146%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.31M
|
+$24K
|
+818
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$128K
|
+4,353
|
+6%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.1M
|
-$14.2K
|
-485
|
-0.6%
|
|
|
16
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.94M
|
+$14K
|
+478
|
+0.7%
|
|
|
17
|
Virtu KCG Holdings
New York
|
$1.25M
|
+$1.31M
|
+44,533
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.23M
|
-$1.62M
|
-55,197
|
-56%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$1.21M
|
+$1.26M
|
+42,982
|
New
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$1.11M
|
+$1.15M
|
+39,361
|
New
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$991K
|
–
|
–
|
–
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$794K
|
+$831K
|
+28,330
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$675K
|
-$6.89M
|
-235,167
|
-91%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$662K
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$600K
|
+$149K
|
+5,087
|
+31%
|
|
