|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.4M
|
+$38M
|
+1,626,667
|
+227%
|
|
|
2
|
|
$44M
|
+$88.8K
|
+3,800
|
+0.2%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$43.9M
|
+$10.5M
|
+448,389
|
+32%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$34.2M
|
-$5.56M
|
-237,723
|
-14%
|
|
|
5
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$23.6M
|
–
|
–
|
–
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$20.8M
|
+$1.15M
|
+49,094
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$9.92M
|
+424,351
|
+121%
|
|
|
8
|
|
$17.7M
|
+$518K
|
+22,181
|
+3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.37M
|
+$547K
|
+23,399
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.21M
|
+$5.26M
|
+225,267
|
+281%
|
|
|
11
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$7.1M
|
+$2.28M
|
+97,757
|
+48%
|
|
|
12
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$6.52M
|
+$3.73M
|
+159,789
|
+137%
|
|
|
13
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$3.8M
|
+$3.76M
|
+161,000
|
New
|
|
|
14
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.24M
|
+$351K
|
+15,000
|
+12%
|
|
|
15
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.98M
|
+$986K
|
+42,190
|
+50%
|
|
|
16
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.74M
|
+$889K
|
+38,056
|
+49%
|
|
|
17
|
Elevated Capital Advisors
Sandy,
Utah
|
$2.42M
|
-$92.5K
|
-3,960
|
-4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$2.36M
|
+$379K
|
+16,224
|
+19%
|
|
|
19
|
|
$2.33M
|
-$186K
|
-7,947
|
-7%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.1M
|
+$2.08M
|
+89,006
|
New
|
|
|
21
|
Private Advisory Group
Redmond,
Washington
|
$1.86M
|
+$1.84M
|
+78,823
|
New
|
|
|
22
|
Van Strum & Towne
San Francisco,
California
|
$1.81M
|
+$1.79M
|
+76,605
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.78M
|
+$826K
|
+35,342
|
+88%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
+$1.5M
|
+64,017
|
+1,618%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.55M
|
+$117
|
+5
|
+0%
|
|
