|
1
|
State Street
Boston,
Massachusetts
|
$255M
|
+$17.2M
|
+574,391
|
+7%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$133M
|
-$4.23M
|
-141,820
|
-3%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$126M
|
+$5.89M
|
+197,170
|
+5%
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
$57.2M
|
+$6.9M
|
+230,986
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$34.1M
|
+$1.46M
|
+48,979
|
+5%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$12.9M
|
-$97.6M
|
-3,269,691
|
-89%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$1.04M
|
+34,909
|
+10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$580K
|
+19,434
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$9.2M
|
+$1.16M
|
+38,837
|
+15%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$8.69M
|
+$4.9K
|
+164
|
+0.1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.38M
|
+$270K
|
+9,041
|
+5%
|
|
|
12
|
|
$5.3M
|
+$1.28M
|
+42,876
|
+33%
|
|
|
13
|
|
$4.3M
|
-$887K
|
-29,695
|
-17%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$2.53M
|
+$36.8K
|
+1,233
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.29M
|
-$32.7K
|
-1,095
|
-1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.15M
|
-$81.3K
|
-2,724
|
-4%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.63M
|
+$538K
|
+18,023
|
+51%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.63M
|
-$7.23K
|
-242
|
-0.5%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.5M
|
+$4.72K
|
+158
|
+0.3%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.34M
|
+$1.3M
|
+43,629
|
New
|
|
|
21
|
National Planning Corporation
El Segundo,
California
|
$1.18M
|
-$164K
|
-5,495
|
-12%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
+$128K
|
+4,272
|
+13%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.11M
|
+$139K
|
+4,655
|
+15%
|
|
|
24
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.03M
|
+$211K
|
+7,056
|
+27%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$948K
|
–
|
–
|
–
|
|
