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LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas , and was planning a move back to Downtown Kansas City before the company was sold.
QNB Corp. Website. www.qnbbank.com. QNB Bank, also known simply as QNB, is an independent bank headquartered in Quakertown, Pennsylvania. There are currently 12 locations serving Bucks, Montgomery, and Lehigh counties in Pennsylvania. As of September 30, 2022, the Bank's total assets are over $1.6 billion. [1]
LPL Financial Services, one of the country's largest independent brokerage firms, has filed for an IPO to raise as much as $600 million. The lead underwriters on the deal include Goldman Sachs (GS ...
UMB Financial Corporation is an American financial services holding company founded in 1913 as City Center Bank and based in Kansas City, Missouri.It offers a number of financial services from checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, to investing and wealth management, all are offered to individuals, companies and ...
Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [1] Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products . [1]
Number of employees. 4,700 (2022) Website. www .seic .com. SEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1]
US$ 2.23 billion (2017) Number of employees. 3,500 (2017) Website. fultonbank .com. Fulton Financial Corporation is a U.S. regional financial services holding company, headquartered in Lancaster, Pennsylvania . Fulton Financial Corp. has over $26 billion [1] in assets and operates as Fulton Bank. It has over 200 banking centers that provide ...