|
1
|
AssetMark Inc
Concord,
California
|
$52.9M
|
+$52.6M
|
+1,137,808
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.91M
|
+$4.65M
|
+100,523
|
+1,970%
|
|
|
3
|
|
$3.87M
|
+$345K
|
+7,465
|
+10%
|
|
|
4
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.49M
|
+$3.47M
|
+75,130
|
New
|
|
|
5
|
|
$3.26M
|
–
|
–
|
–
|
|
|
6
|
Conning Inc
Hartford,
Connecticut
|
$2.54M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
-$177K
|
-3,827
|
-9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$29.2K
|
+632
|
+2%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$1.83M
|
-$213K
|
-4,617
|
-10%
|
|
|
10
|
|
$1.77M
|
-$1.22M
|
-26,331
|
-41%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.75M
|
+$1.74M
|
+37,684
|
New
|
|
|
12
|
S&CO Inc
Boston,
Massachusetts
|
$1.41M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
-$180K
|
-3,888
|
-13%
|
|
|
14
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.14M
|
-$439K
|
-9,500
|
-28%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$839K
|
+$314K
|
+6,791
|
+60%
|
|
|
16
|
Beam Wealth Advisors
Covington,
Louisiana
|
$749K
|
-$14.7K
|
-317
|
-2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$719K
|
+$24.3K
|
+526
|
+4%
|
|
|
18
|
Neuberger Berman Group
New York
|
$656K
|
+$1.85K
|
+40
|
+0.3%
|
|
|
19
|
Kalos Management
Alpharetta,
Georgia
|
$642K
|
-$20.8K
|
-451
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$594K
|
-$3.93K
|
-85
|
-0.7%
|
|
|
21
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$488K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$481K
|
+$62.1K
|
+1,343
|
+15%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$422K
|
–
|
–
|
–
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$363K
|
–
|
–
|
–
|
|
|
25
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$340K
|
-$12.9K
|
-280
|
-4%
|
|
