|
1
|
|
$53.5M
|
+$18.2M
|
+263,708
|
+51%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$20M
|
+$607K
|
+8,802
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
-$780K
|
-11,298
|
-5%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$9.09M
|
–
|
–
|
–
|
|
|
5
|
Seneca Financial Advisors
Rochester,
New York
|
$7.96M
|
-$110K
|
-1,591
|
-1%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.02M
|
+$401K
|
+5,811
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.87M
|
+$43.7K
|
+633
|
+1%
|
|
|
8
|
|
$3.63M
|
+$3.68M
|
+53,287
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.83M
|
+$476K
|
+6,893
|
+20%
|
|
|
10
|
Lenox Wealth Advisors
New York
|
$2.38M
|
+$2.42M
|
+35,000
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.34M
|
+$807K
|
+11,689
|
+52%
|
|
|
12
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$2.33M
|
+$247K
|
+3,577
|
+12%
|
|
|
13
|
|
$2.26M
|
+$202K
|
+2,928
|
+10%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.12M
|
-$112K
|
-1,628
|
-5%
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.44M
|
-$59.6K
|
-863
|
-4%
|
|
|
16
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.25M
|
-$830K
|
-12,034
|
-40%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$39.6K
|
+574
|
+4%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$910K
|
+$107K
|
+1,547
|
+13%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$755K
|
+$6.69K
|
+97
|
+0.9%
|
|
|
20
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$620K
|
+$26.6K
|
+385
|
+4%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$558K
|
-$8.56K
|
-124
|
-1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$545K
|
-$77.7K
|
-1,126
|
-12%
|
|
|
23
|
Prudential plc
London, England,
United Kingdom
|
$515K
|
+$522K
|
+7,570
|
New
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$487K
|
+$59.9K
|
+868
|
+14%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$442K
|
-$6.21K
|
-90
|
-1%
|
|
