|
1
|
Freestone Capital Holdings
Seattle,
Washington
|
$64.8M
|
+$3.8M
|
+73,814
|
+6%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$19.7M
|
-$1.01M
|
-19,590
|
-5%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$18.6M
|
-$1.35M
|
-26,245
|
-7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$18.4M
|
+$418K
|
+8,102
|
+2%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$7.03M
|
–
|
–
|
–
|
|
|
6
|
|
$4.75M
|
-$1.16M
|
-22,601
|
-20%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$3.43M
|
+$129K
|
+2,507
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.48M
|
-$302K
|
-5,852
|
-11%
|
|
|
9
|
Exane Derivatives
Paris,
France
|
$2.37M
|
+$36.5K
|
+709
|
+2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.26M
|
-$336K
|
-6,520
|
-13%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.96M
|
-$304K
|
-5,905
|
-14%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$1.77M
|
+$561K
|
+10,891
|
+48%
|
|
|
13
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.46M
|
+$11.6K
|
+225
|
+0.8%
|
|
|
14
|
|
$1.41M
|
-$6M
|
-116,410
|
-81%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.39M
|
-$887K
|
-17,203
|
-39%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.2M
|
-$70.3K
|
-1,364
|
-6%
|
|
|
17
|
|
$1.16M
|
+$984K
|
+19,091
|
+636%
|
|
|
18
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.15M
|
+$205K
|
+3,973
|
+22%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$924K
|
-$195K
|
-3,779
|
-18%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$606K
|
-$104K
|
-2,010
|
-15%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$572K
|
-$63.3K
|
-1,229
|
-10%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$536K
|
+$17.1K
|
+331
|
+3%
|
|
|
23
|
|
$420K
|
+$18K
|
+349
|
+5%
|
|
|
24
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$413K
|
+$404K
|
+7,847
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$407K
|
-$16.9K
|
-328
|
-4%
|
|
