|
1
|
Ameriprise
Minneapolis,
Minnesota
|
USD 242 M
|
+USD 8.35 M
|
+287,693
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
USD 80.9 M
|
-USD 4.75 M
|
-163,623
|
-6%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
USD 67.6 M
|
+USD 4.59 M
|
+158,094
|
+7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
USD 67.3 M
|
+USD 5.73 M
|
+197,357
|
+9%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
USD 60.9 M
|
+USD 1.24 M
|
+42,638
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
USD 55.6 M
|
-USD 9.8 M
|
-337,640
|
-15%
|
|
|
7
|
Procyon Advisors
Shelton,
Connecticut
|
USD 55.5 M
|
+USD 4.93 M
|
+169,973
|
+10%
|
|
|
8
|
D.J. St. Germain
Springfield,
Massachusetts
|
USD 54.4 M
|
-USD 2.94 M
|
-101,393
|
-5%
|
|
|
9
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
USD 49.5 M
|
+USD 5.51 M
|
+189,938
|
+13%
|
|
|
10
|
NEPC LLC
Boston,
Massachusetts
|
USD 48.5 M
|
+USD 27.4 M
|
+944,897
|
+130%
|
|
|
11
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
USD 48.1 M
|
+USD 6.39 M
|
+220,065
|
+15%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 47.4 M
|
+USD 1.87 M
|
+64,429
|
+4%
|
|
|
13
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
USD 36.2 M
|
+USD 10 M
|
+346,250
|
Nuevas
|
|
|
14
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
USD 34.5 M
|
+USD 1.81 M
|
+62,237
|
+6%
|
|
|
15
|
|
USD 32 M
|
+USD 7.13 M
|
+245,785
|
+29%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
USD 31.4 M
|
+USD 1.9 M
|
+65,619
|
+6%
|
|
|
17
|
Arkansas Financial Group
Little Rock,
Arkansas
|
USD 28 M
|
+USD 2.49 M
|
+85,839
|
+10%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
USD 24.1 M
|
-USD 3.57 M
|
-122,890
|
-13%
|
|
|
19
|
Modern Wealth Management
Lenexa,
Kansas
|
USD 20.6 M
|
+USD 20.6 M
|
+709,247
|
Nuevas
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
USD 20.3 M
|
+USD 5.16 M
|
+177,700
|
+34%
|
|
|
21
|
Financial Engines Advisors
Santa Clara,
California
|
USD 17.5 M
|
+USD 551 k
|
+18,994
|
+3%
|
|
|
22
|
Financial Gravity Companies
Lakeway,
Texas
|
USD 13.1 M
|
+USD 13.1 M
|
+450,676
|
Nuevas
|
|
|
23
|
Allstate Corporation
Northbrook,
Illinois
|
USD 12.7 M
|
+USD 12.7 M
|
+438,111
|
Nuevas
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 12.6 M
|
+USD 2.7 M
|
+93,202
|
+27%
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
USD 12.1 M
|
+USD 643 k
|
+22,144
|
+6%
|
|
