|
1
|
|
$511M
|
+$43M
|
+512,639
|
+9%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$35.4M
|
+$10.6M
|
+125,695
|
+44%
|
|
|
3
|
|
$28.5M
|
+$6.98M
|
+83,096
|
+34%
|
|
|
4
|
55I LLC
Boston,
Massachusetts
|
$23M
|
+$19.4M
|
+231,006
|
+653%
|
|
|
5
|
BCGM Wealth Management
Lafayette,
Indiana
|
$16.8M
|
+$235K
|
+2,796
|
+1%
|
|
|
6
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.3M
|
+$752K
|
+8,955
|
+7%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.97M
|
+$4.81M
|
+57,324
|
+246%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.7M
|
+$1.44M
|
+17,170
|
+35%
|
|
|
9
|
SFG Wealth Management
Towson,
Maryland
|
$2.92M
|
+$2.83M
|
+33,743
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
-$62.4K
|
-743
|
-3%
|
|
|
11
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.71M
|
+$1.66M
|
+19,810
|
New
|
|
|
12
|
Ascent Group
Virginia Beach,
Virginia
|
$1.12M
|
+$1.19M
|
+14,126
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$915K
|
+$107K
|
+1,271
|
+14%
|
|
|
14
|
Transcend Capital Advisors
Madison,
New Jersey
|
$630K
|
+$11.1K
|
+132
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$463K
|
-$185K
|
-2,202
|
-29%
|
|
|
16
|
Flow Traders U.S.
New York
|
$345K
|
-$3.27M
|
-38,954
|
-91%
|
|
|
17
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$297K
|
+$289K
|
+3,437
|
New
|
|
|
18
|
|
$296K
|
–
|
–
|
–
|
|
|
19
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$287K
|
+$279K
|
+3,319
|
New
|
|
|
20
|
Bank of New York Mellon
New York
|
$247K
|
+$240K
|
+2,854
|
New
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$241K
|
+$16.8K
|
+200
|
+8%
|
|
|
22
|
Welch Group
Birmingham,
Alabama
|
$239K
|
+$232K
|
+2,765
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$225K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$224K
|
+$218K
|
+2,596
|
New
|
|
|
25
|
Archer Investment Corporation
Carmel,
Indiana
|
$156K
|
–
|
–
|
–
|
|
