|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
USD 481 M
|
-USD 15.9 M
|
-243,999
|
-3%
|
|
|
2
|
|
USD 125 M
|
+USD 45 M
|
+692,573
|
+61%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
USD 68 M
|
-USD 7.62 M
|
-117,144
|
-11%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
USD 66.3 M
|
-USD 2.3 M
|
-35,447
|
-4%
|
|
|
5
|
|
USD 60.6 M
|
+USD 214 k
|
+3,293
|
+0.4%
|
|
|
6
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
USD 52.9 M
|
+USD 8.08 M
|
+124,226
|
+19%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
USD 44.9 M
|
+USD 3.5 M
|
+53,769
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 41.5 M
|
-USD 2.37 M
|
-36,419
|
-6%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
USD 37.7 M
|
+USD 719 k
|
+11,052
|
+2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 27.5 M
|
-USD 3.05 M
|
-46,860
|
-10%
|
|
|
11
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
USD 24.2 M
|
+USD 2.45 M
|
+37,759
|
+12%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
USD 21.5 M
|
+USD 19.1 M
|
+294,450
|
+1,532%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
USD 16 M
|
-USD 5.75 M
|
-88,516
|
-28%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
USD 14.2 M
|
+USD 2.44 M
|
+37,543
|
+22%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 12.7 M
|
+USD 6.85 M
|
+105,396
|
+116%
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
USD 12.1 M
|
+USD 97.8 k
|
+1,505
|
+0.9%
|
|
|
17
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
USD 11.3 M
|
+USD 462 k
|
+7,110
|
+5%
|
|
|
18
|
Valley Wealth Managers
Paramus,
New Jersey
|
USD 10.9 M
|
-USD 398 k
|
-6,117
|
-4%
|
|
|
19
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
USD 10.7 M
|
+USD 1.96 M
|
+30,180
|
+24%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
USD 9.8 M
|
+USD 59.2 k
|
+911
|
+0.6%
|
|
|
21
|
Vident Advisory
Alpharetta,
Georgia
|
USD 9.6 M
|
+USD 237 k
|
+3,650
|
+3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
USD 9.5 M
|
+USD 1.17 M
|
+18,065
|
+15%
|
|
|
23
|
|
USD 9.42 M
|
-USD 203 k
|
-3,121
|
-2%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
USD 9.31 M
|
-USD 5.58 M
|
-85,816
|
-39%
|
|
|
25
|
Blue Edge Capital
Richmond,
Virginia
|
USD 8.29 M
|
+USD 975
|
+15
|
+0%
|
|
