|
1
|
LPL Financial
San Diego,
California
|
$231M
|
+$15.5M
|
+580,850
|
+8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$63.4M
|
+$13.5M
|
+506,034
|
+29%
|
|
|
3
|
|
$56.5M
|
–
|
–
|
–
|
|
|
4
|
Leuthold Group
Minneapolis,
Minnesota
|
$54.6M
|
-$2.88M
|
-108,202
|
-5%
|
|
|
5
|
|
$52.2M
|
-$484K
|
-18,204
|
-1%
|
|
|
6
|
Panagora Asset Management
Boston,
Massachusetts
|
$41.4M
|
+$582K
|
+21,886
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$41.3M
|
+$12.6M
|
+472,828
|
+47%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.1M
|
-$7.43M
|
-279,328
|
-16%
|
|
|
9
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$38.4M
|
-$2.29M
|
-85,888
|
-6%
|
|
|
10
|
|
$38.3M
|
-$2.87M
|
-107,934
|
-7%
|
|
|
11
|
Windham Capital Management
Boston,
Massachusetts
|
$32.5M
|
+$9.99M
|
+375,474
|
+48%
|
|
|
12
|
Piershale Financial Group
Barrington,
Illinois
|
$31.2M
|
+$29.8M
|
+1,120,862
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
-$7.84M
|
-294,602
|
-22%
|
|
|
14
|
Voya Financial Advisors
Windsor,
Connecticut
|
$28.6M
|
+$1.57M
|
+59,072
|
+6%
|
|
|
15
|
FDx Advisors
Chicago,
Illinois
|
$26.4M
|
+$1.36M
|
+51,166
|
+6%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.4M
|
-$720K
|
-27,062
|
-3%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$23.4M
|
-$1.09M
|
-41,092
|
-5%
|
|
|
18
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.7M
|
-$6.82M
|
-256,234
|
-24%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$19M
|
-$559K
|
-21,018
|
-3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
+$13.6M
|
+509,648
|
+487%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.6M
|
+$581K
|
+21,850
|
+4%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$4.64M
|
+174,222
|
+47%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.2M
|
+$12.6M
|
+472,184
|
New
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$12.9M
|
+$8.07M
|
+303,324
|
+192%
|
|
|
25
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$10.7M
|
+$10.2M
|
+383,046
|
New
|
|
