|
1
|
State Street
Boston,
Massachusetts
|
$241M
|
+$81.5M
|
+3,023,773
|
+53%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$111M
|
+$40.4M
|
+1,497,300
|
+59%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$86.2M
|
-$23.4M
|
-869,027
|
-22%
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
$36.5M
|
+$35.5M
|
+1,316,125
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
+$3.69M
|
+137,087
|
+21%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.9M
|
+$17.4M
|
+644,148
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.53M
|
+$738K
|
+27,396
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.86M
|
-$538K
|
-19,962
|
-6%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$8.02M
|
-$318K
|
-11,784
|
-4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.1M
|
+$1.3M
|
+48,269
|
+49%
|
|
|
11
|
SG Americas Securities
New York
|
$3.93M
|
+$3.82M
|
+141,886
|
New
|
|
|
12
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.53M
|
+$387K
|
+14,368
|
+13%
|
|
|
13
|
|
$3.35M
|
-$3.49M
|
-129,456
|
-52%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.16M
|
-$186K
|
-6,896
|
-6%
|
|
|
15
|
|
$3.13M
|
+$489K
|
+18,142
|
+19%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.31M
|
+$2.26M
|
+83,753
|
New
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.07M
|
-$214K
|
-7,925
|
-10%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.95M
|
+$20.3K
|
+752
|
+1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.79M
|
+$36.2K
|
+1,344
|
+2%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.47M
|
+$1.43M
|
+53,155
|
New
|
|
|
21
|
Girard Securities
San Diego,
California
|
$1.3M
|
+$17.9K
|
+663
|
+1%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.16M
|
+$367K
|
+13,633
|
+48%
|
|
|
23
|
|
$1.13M
|
-$2.42M
|
-89,609
|
-69%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$886K
|
+$228K
|
+8,462
|
+36%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$859K
|
–
|
–
|
–
|
|
