|
1
|
|
$4.46B
|
+$118M
|
+2,075,820
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$36M
|
-$1.45M
|
-25,554
|
-4%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$29.3M
|
+$28.3M
|
+496,296
|
New
|
|
|
4
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$15.4M
|
+$2.52M
|
+44,194
|
+20%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$15.2M
|
+$6.58M
|
+115,555
|
+82%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$10.7M
|
+$73.9K
|
+1,299
|
+0.7%
|
|
|
7
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.95M
|
+$3.68M
|
+64,714
|
+340%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
–
|
–
|
–
|
|
|
9
|
Blue Edge Capital
Richmond,
Virginia
|
$4.88M
|
+$102K
|
+1,796
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.23M
|
+$2.8M
|
+49,120
|
+219%
|
|
|
11
|
Sentinel Trust
Houston,
Texas
|
$4.2M
|
+$4.05M
|
+71,100
|
New
|
|
|
12
|
|
$3.15M
|
+$3.04M
|
+53,324
|
New
|
|
|
13
|
|
$2.54M
|
+$2.04M
|
+35,839
|
+502%
|
|
|
14
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.23M
|
-$5.07K
|
-89
|
-0.2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
-$778K
|
-13,673
|
-32%
|
|
|
16
|
Acima Private Wealth
Richmond,
Virginia
|
$1.7M
|
+$104K
|
+1,826
|
+7%
|
|
|
17
|
Argent Trust Co
Nashville,
Tennessee
|
$1.3M
|
+$389K
|
+6,829
|
+45%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$131K
|
+2,297
|
+12%
|
|
|
19
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.17M
|
+$1.12M
|
+19,706
|
New
|
|
|
20
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.14M
|
+$41.6K
|
+730
|
+4%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$978K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$918K
|
+$479K
|
+8,418
|
+118%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$913K
|
-$46.7K
|
-820
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$912K
|
+$769K
|
+13,515
|
+705%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$717K
|
+$467K
|
+8,199
|
+209%
|
|
