|
1
|
|
$5.29B
|
+$111M
|
+1,658,492
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$45.6M
|
+$5.92M
|
+88,543
|
+15%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$35.3M
|
-$5.72M
|
-85,550
|
-14%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$31M
|
-$513K
|
-7,678
|
-2%
|
|
|
5
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$22.1M
|
+$22M
|
+328,841
|
New
|
|
|
6
|
Roosevelt Investment Group
New York
|
$16.6M
|
+$1.05M
|
+15,723
|
+7%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$12.8M
|
+$237K
|
+3,543
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$824K
|
+12,321
|
+8%
|
|
|
9
|
|
$8.38M
|
+$336K
|
+5,026
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$7.68M
|
+$3.97M
|
+59,423
|
+108%
|
|
|
11
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.66M
|
+$354K
|
+5,302
|
+7%
|
|
|
12
|
Blue Edge Capital
Richmond,
Virginia
|
$5.59M
|
-$23.9K
|
-357
|
-0.4%
|
|
|
13
|
Sentinel Trust
Houston,
Texas
|
$5.33M
|
+$553K
|
+8,271
|
+12%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.54M
|
+$4.51M
|
+67,491
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$4.06M
|
+$1.18M
|
+17,688
|
+41%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.95M
|
+$500K
|
+7,473
|
+15%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$3.07M
|
+$2.78M
|
+41,515
|
+998%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.9M
|
+$354K
|
+5,298
|
+14%
|
|
|
19
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.68M
|
+$167K
|
+2,498
|
+7%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$2.17M
|
–
|
–
|
–
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$1.86M
|
+$1.85M
|
+27,655
|
New
|
|
|
22
|
Acima Private Wealth
Richmond,
Virginia
|
$1.79M
|
-$137K
|
-2,056
|
-7%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.48M
|
–
|
–
|
–
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.32M
|
–
|
–
|
–
|
|
|
25
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.27M
|
+$1.26M
|
+18,871
|
New
|
|
