|
1
|
AssetMark Inc
Concord,
California
|
$84.4M
|
+$82.4M
|
+3,007,608
|
+3,037,988%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$30.7M
|
+$30M
|
+1,092,802
|
New
|
|
|
3
|
|
$25.2M
|
+$1.01M
|
+36,975
|
+4%
|
|
|
4
|
Avalon Capital Management
Port Of Redwood City,
California
|
$23.2M
|
+$16.7M
|
+607,925
|
+280%
|
|
|
5
|
Financial Management Professionals
Austin,
Texas
|
$22.3M
|
+$365K
|
+13,325
|
+2%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$16.1M
|
-$3.42M
|
-124,781
|
-18%
|
|
|
7
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$12.9M
|
+$12.6M
|
+459,289
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$2.97M
|
+108,392
|
+33%
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$11.5M
|
+$11.3M
|
+411,335
|
New
|
|
|
10
|
Empowered Funds
Havertown,
Pennsylvania
|
$11.3M
|
+$11.1M
|
+404,843
|
New
|
|
|
11
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$8.19M
|
-$51.8K
|
-1,890
|
-0.6%
|
|
|
12
|
Clarity Asset Management
Ames,
Iowa
|
$6.99M
|
+$6.82M
|
+248,858
|
New
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$5.66M
|
+$5.52M
|
+201,513
|
New
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$5.43M
|
-$463K
|
-16,892
|
-8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
+$4.84M
|
+176,442
|
+1,388%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$5.03M
|
+$550K
|
+20,055
|
+13%
|
|
|
17
|
|
$4.34M
|
+$4.24M
|
+154,544
|
New
|
|
|
18
|
|
$4.33M
|
+$3.99M
|
+145,403
|
+1,634%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.22M
|
+$392K
|
+14,292
|
+11%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$3.77M
|
+$3.68M
|
+134,413
|
New
|
|
|
21
|
Beaumont Capital Management
Boston,
Massachusetts
|
$3.61M
|
+$3.53M
|
+128,711
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$3.02M
|
+$291K
|
+10,603
|
+11%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.84M
|
+$7.18K
|
+262
|
+0.3%
|
|
|
24
|
Quantinno Capital Management
New York
|
$2.8M
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.48M
|
+$406K
|
+14,811
|
+20%
|
|
