|
1
|
Freestone Capital Holdings
Seattle,
Washington
|
$42.2M
|
+$21.6M
|
+326,356
|
+109%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$34.1M
|
-$1.57M
|
-23,715
|
-4%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$33.2M
|
-$2.85K
|
-43
|
-0%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$19M
|
-$17.1M
|
-258,258
|
-48%
|
|
|
5
|
|
$10.1M
|
+$8.85M
|
+133,453
|
+862%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$9.01M
|
–
|
–
|
–
|
|
|
7
|
|
$8.19M
|
-$14M
|
-210,757
|
-63%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.57M
|
+$297K
|
+4,476
|
+7%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.03M
|
-$141K
|
-2,121
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.71M
|
+$1.25M
|
+18,807
|
+52%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.1M
|
+$386K
|
+5,824
|
+14%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$105K
|
+1,587
|
+5%
|
|
|
13
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.79M
|
+$3.45K
|
+52
|
+0.2%
|
|
|
14
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.46M
|
-$630K
|
-9,498
|
-31%
|
|
|
15
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.41M
|
+$222K
|
+3,350
|
+19%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1.36M
|
+$28.1K
|
+424
|
+2%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.28M
|
–
|
–
|
–
|
|
|
18
|
Golden State Wealth Management
Santa Ana,
California
|
$1.19M
|
-$22.1K
|
-334
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.02M
|
+$82.6K
|
+1,246
|
+9%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$989K
|
+$3.91K
|
+59
|
+0.4%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$925K
|
-$1.14M
|
-17,252
|
-56%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$676K
|
+$102K
|
+1,533
|
+18%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$671K
|
+$14.7K
|
+221
|
+2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$569K
|
+$16.3K
|
+246
|
+3%
|
|
|
25
|
Prudential plc
London, England,
United Kingdom
|
$560K
|
+$212K
|
+3,200
|
+63%
|
|
