|
1
|
State Street
Boston,
Massachusetts
|
$204M
|
+$39.6M
|
+2,071,111
|
+24%
|
|
|
2
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.53M
|
+$2.13M
|
+111,176
|
+153%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.28M
|
-$540K
|
-28,202
|
-19%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.96M
|
+$1.94M
|
+101,273
|
+11,803%
|
|
|
5
|
|
$1.92M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
+$81.4K
|
+4,255
|
+8%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$985K
|
+$982K
|
+51,348
|
New
|
|
|
8
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$725K
|
-$90.5K
|
-4,732
|
-11%
|
|
|
9
|
Strategic Wealth Partners
Independence,
Ohio
|
$424K
|
+$422K
|
+22,067
|
New
|
|
|
10
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$384K
|
+$383K
|
+20,018
|
New
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$331K
|
+$330K
|
+17,269
|
New
|
|
|
12
|
|
$245K
|
+$106K
|
+5,564
|
+77%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$216K
|
-$56.7K
|
-2,964
|
-21%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$215K
|
+$61.5K
|
+3,212
|
+40%
|
|
|
15
|
Two Sigma Securities
New York
|
$199K
|
+$198K
|
+10,346
|
New
|
|
|
16
|
LexAurum Advisors
Overland Park,
Kansas
|
$198K
|
-$18.4K
|
-963
|
-9%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$196K
|
+$195K
|
+10,200
|
New
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$115K
|
+$9.57K
|
+500
|
+9%
|
|
|
19
|
Hefty Wealth Partners
Auburn,
Indiana
|
$56K
|
+$55.6K
|
+2,904
|
New
|
|
|
20
|
Royal Fund Management
Lady Lake,
Florida
|
$35K
|
-$273K
|
-14,252
|
-88%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$25K
|
+$24.5K
|
+1,282
|
New
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
+$6.03K
|
+315
|
New
|
|
|
23
|
|
–
|
-$3.05M
|
-158,217
|
Closed
|
|
|
24
|
|
–
|
-$371K
|
-19,220
|
Closed
|
|
|
25
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$19K
|
-1,824
|
Closed
|
|
