|
1
|
Freestone Capital Holdings
Seattle,
Washington
|
$62.9M
|
+$17.7M
|
+255,130
|
+41%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$39.5M
|
+$3.35M
|
+48,160
|
+10%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$38.3M
|
+$3.02M
|
+43,434
|
+9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$22.6M
|
+$2.46M
|
+35,467
|
+13%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$9.54M
|
–
|
–
|
–
|
|
|
6
|
|
$9.11M
|
+$430K
|
+6,197
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.84M
|
+$9.38K
|
+135
|
+0.2%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$4.26M
|
+$139
|
+2
|
+0%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.73M
|
+$438K
|
+6,302
|
+14%
|
|
|
10
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3.27M
|
+$3.18M
|
+45,724
|
New
|
|
|
11
|
Exane Derivatives
Paris,
France
|
$3.17M
|
+$3.08M
|
+44,397
|
New
|
|
|
12
|
|
$3.16M
|
-$7.27M
|
-104,660
|
-70%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
-$857K
|
-12,333
|
-22%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.66M
|
+$176K
|
+2,528
|
+7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.69M
|
+$1.64M
|
+23,588
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1.43M
|
-$16.5K
|
-237
|
-1%
|
|
|
17
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.41M
|
-$466K
|
-6,715
|
-25%
|
|
|
18
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.39M
|
-$152K
|
-2,185
|
-10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$345K
|
+4,967
|
+50%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
-$30.9K
|
-445
|
-3%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.03M
|
-$18.2K
|
-262
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$836K
|
+$244K
|
+3,506
|
+43%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$690K
|
-$19K
|
-273
|
-3%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$664K
|
-$674K
|
-9,700
|
-51%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$639K
|
+$36K
|
+518
|
+6%
|
|
