|
1
|
State Street
Boston,
Massachusetts
|
$175M
|
+$1.96M
|
+72,280
|
+1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$102M
|
+$10.2M
|
+377,184
|
+10%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$82.5M
|
+$12M
|
+440,543
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
-$1.85M
|
-67,975
|
-8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$1.75M
|
-64,335
|
-9%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$10.8M
|
-$338K
|
-12,444
|
-3%
|
|
|
7
|
|
$8.82M
|
+$682K
|
+25,120
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.18M
|
+$30K
|
+1,104
|
+0.5%
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$4.21M
|
+$168K
|
+6,196
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.47M
|
+$406K
|
+14,935
|
+19%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.08M
|
+$1.2K
|
+44
|
+0.1%
|
|
|
12
|
Braver Wealth Management
Needham,
Massachusetts
|
$1.9M
|
+$159K
|
+5,837
|
+8%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.84M
|
-$60.3K
|
-2,220
|
-3%
|
|
|
14
|
Concert Wealth Management
San Jose,
California
|
$1.25M
|
+$270K
|
+9,937
|
+25%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.05M
|
-$63.4K
|
-2,333
|
-5%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$912K
|
+$1.14K
|
+42
|
+0.1%
|
|
|
17
|
National Planning Corporation
El Segundo,
California
|
$653K
|
+$17.9K
|
+660
|
+3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$632K
|
-$10.3M
|
-379,425
|
-94%
|
|
|
19
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$506K
|
+$225K
|
+8,285
|
+71%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$501K
|
-$231K
|
-8,498
|
-30%
|
|
|
21
|
Bank of New York Mellon
New York
|
$495K
|
-$49.2K
|
-1,812
|
-8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$460K
|
-$159K
|
-5,841
|
-24%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$440K
|
-$73.2K
|
-2,693
|
-13%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$395K
|
+$107K
|
+3,936
|
+34%
|
|
|
25
|
Gray Financial Group
Atlanta,
Georgia
|
$366K
|
+$5.03K
|
+185
|
+1%
|
|
