|
1
|
Bank of America
Charlotte,
North Carolina
|
$72.7M
|
+$18M
|
+779,252
|
+33%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$45M
|
+$26.9M
|
+1,161,308
|
+150%
|
|
|
3
|
|
$43.4M
|
+$62.5K
|
+2,700
|
+0.1%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$35.3M
|
+$1.59M
|
+68,596
|
+5%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$23.4M
|
+$2.9M
|
+125,067
|
+14%
|
|
|
6
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$23.3M
|
–
|
–
|
–
|
|
|
7
|
|
$13.3M
|
-$4.2M
|
-181,403
|
-24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$4.58M
|
+197,601
|
+65%
|
|
|
9
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$7.75M
|
+$758K
|
+32,727
|
+11%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.39M
|
+$7.35M
|
+317,637
|
New
|
|
|
11
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$7.25M
|
+$826K
|
+35,658
|
+13%
|
|
|
12
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.93M
|
+$3.17M
|
+136,788
|
+85%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.28M
|
+$6.25M
|
+270,080
|
New
|
|
|
14
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$5.57M
|
+$5.54M
|
+239,407
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.42M
|
-$3.79M
|
-163,799
|
-41%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.21M
|
+$3.38M
|
+145,847
|
+415%
|
|
|
17
|
|
$3.84M
|
+$1.54M
|
+66,603
|
+68%
|
|
|
18
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.36M
|
+$419K
|
+18,104
|
+14%
|
|
|
19
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.14M
|
-$46.3K
|
-2,000
|
-1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.13M
|
+$2.73M
|
+118,109
|
+712%
|
|
|
21
|
Good Life Advisors
Reading,
Pennsylvania
|
$3.04M
|
+$340K
|
+14,700
|
+13%
|
|
|
22
|
McIlrath & Eck
Arlington,
Washington
|
$2.73M
|
+$2.72M
|
+117,477
|
New
|
|
|
23
|
|
$2.69M
|
+$2.68M
|
+115,761
|
New
|
|
|
24
|
Bank of New York Mellon
New York
|
$2.67M
|
+$344K
|
+14,874
|
+15%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.59M
|
+$1.32M
|
+56,940
|
+104%
|
|
