|
1
|
State Street
Boston,
Massachusetts
|
$40.6M
|
+$15.4M
|
+512,257
|
+60%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.92M
|
+$8M
|
+266,459
|
+406%
|
|
|
3
|
|
$6.98M
|
-$334K
|
-11,125
|
-5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.15M
|
-$238K
|
-7,937
|
-4%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.28M
|
+$4.3M
|
+143,202
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.06M
|
+$4.08M
|
+136,039
|
New
|
|
|
7
|
Insight 2811 Inc
Chicago,
Illinois
|
$3.48M
|
+$3.5M
|
+116,568
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
+$204K
|
+6,802
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.88M
|
+$120K
|
+4,012
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.3M
|
-$31.4K
|
-1,047
|
-1%
|
|
|
11
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.07M
|
+$2.08M
|
+69,324
|
New
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$1.8M
|
+$304K
|
+10,115
|
+20%
|
|
|
13
|
Marietta Wealth Management
Marietta,
Georgia
|
$1.61M
|
-$1.97M
|
-65,698
|
-55%
|
|
|
14
|
|
$1.58M
|
-$405K
|
-13,505
|
-20%
|
|
|
15
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.44M
|
+$1.45M
|
+48,191
|
New
|
|
|
16
|
|
$1.43M
|
+$976K
|
+32,527
|
+213%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.3M
|
+$206K
|
+6,865
|
+19%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.14M
|
-$201K
|
-6,688
|
-15%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
+$47.9K
|
+1,595
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$857K
|
-$338K
|
-11,274
|
-28%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$828K
|
+$3.9K
|
+130
|
+0.5%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$733K
|
+$307K
|
+10,239
|
+72%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$650K
|
+$653K
|
+21,767
|
New
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$522K
|
+$524K
|
+17,473
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$506K
|
-$786K
|
-26,182
|
-61%
|
|
