|
1
|
Freestone Capital Holdings
Seattle,
Washington
|
$55.4M
|
+$17.7M
|
+276,199
|
+31%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$18.8M
|
-$10.3M
|
-159,756
|
-29%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$18.2M
|
-$10M
|
-155,950
|
-29%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$1.65M
|
+25,710
|
+8%
|
|
|
5
|
|
$6.86M
|
+$6.34M
|
+98,804
|
+223%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$6.4M
|
–
|
–
|
–
|
|
|
7
|
|
$5.41M
|
-$943K
|
-14,682
|
-12%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4.85M
|
+$6.49M
|
+101,157
|
New
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$3M
|
+$188K
|
+2,926
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.54M
|
-$953K
|
-14,841
|
-22%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.37M
|
-$183K
|
-2,857
|
-5%
|
|
|
12
|
Exane Derivatives
Paris,
France
|
$2.13M
|
-$3.85K
|
-60
|
-0.1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
+$61.3K
|
+954
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
+$371K
|
+5,776
|
+15%
|
|
|
15
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.32M
|
+$498K
|
+7,752
|
+39%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.15M
|
+$29.6K
|
+461
|
+2%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.09M
|
+$174K
|
+2,713
|
+14%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$407K
|
+6,338
|
+42%
|
|
|
19
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$853K
|
-$105K
|
-1,631
|
-8%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$617K
|
-$58.5K
|
-911
|
-6%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$579K
|
-$164K
|
-2,549
|
-17%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$472K
|
+$140K
|
+2,184
|
+29%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$389K
|
-$231K
|
-3,594
|
-31%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$386K
|
-$57.1K
|
-890
|
-10%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$380K
|
-$27K
|
-420
|
-5%
|
|
