|
1
|
|
$21.7M
|
+$15.8M
|
+273,333
|
+316%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$18.3M
|
-$649K
|
-11,248
|
-4%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$17.3M
|
-$1.25M
|
-21,651
|
-7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$15.8M
|
-$3.57M
|
-61,891
|
-19%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$8.05M
|
–
|
–
|
–
|
|
|
6
|
Seneca Financial Advisors
Rochester,
New York
|
$7.09M
|
+$6.78M
|
+117,468
|
New
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.09M
|
+$2.27M
|
+39,349
|
+87%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.55M
|
+$164K
|
+2,839
|
+7%
|
|
|
9
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.35M
|
-$49.5M
|
-857,514
|
-96%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$2.29M
|
+$46.3K
|
+803
|
+2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.9M
|
-$1.11M
|
-19,207
|
-38%
|
|
|
12
|
|
$1.79M
|
+$240K
|
+4,162
|
+16%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.75M
|
+$52.5K
|
+911
|
+3%
|
|
|
14
|
|
$1.63M
|
-$10M
|
-173,950
|
-87%
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.63M
|
+$1.55M
|
+26,953
|
New
|
|
|
16
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.58M
|
-$254K
|
-4,410
|
-14%
|
|
|
17
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.46M
|
-$692
|
-12
|
-0%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$156K
|
+2,698
|
+17%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1M
|
-$232K
|
-4,016
|
-19%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$579K
|
-$30.4K
|
-527
|
-5%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$528K
|
-$7.96K
|
-138
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$521K
|
-$57.2K
|
-991
|
-10%
|
|
|
23
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$492K
|
–
|
–
|
–
|
|
|
24
|
|
$462K
|
-$27.2K
|
-471
|
-6%
|
|
|
25
|
Sequent Asset Management
Houston,
Texas
|
$406K
|
–
|
–
|
–
|
|
