|
1
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
+$1.16M
|
+13,467
|
+0.5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$218M
|
+$319K
|
+3,713
|
+0.2%
|
|
|
3
|
Howard Capital Management
Roswell,
Georgia
|
$210M
|
-$307K
|
-3,566
|
-0.2%
|
|
|
4
|
|
$146M
|
-$6M
|
-69,741
|
-4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$145M
|
+$3.7M
|
+42,977
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$140M
|
+$11M
|
+128,298
|
+9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$130M
|
+$9.03M
|
+104,953
|
+8%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$102M
|
+$66.7K
|
+775
|
+0.1%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$98.1M
|
+$93M
|
+1,080,852
|
+40,497%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$81.4M
|
+$21M
|
+244,707
|
+37%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$72.6M
|
+$29.8M
|
+346,925
|
+76%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$72.3M
|
+$32.4M
|
+377,082
|
+89%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.5M
|
+$39.5K
|
+459
|
+0.1%
|
|
|
14
|
|
$52.8M
|
-$11.7M
|
-135,903
|
-19%
|
|
|
15
|
Ocean Park Asset Management
Santa Monica,
California
|
$51.9M
|
+$49.4M
|
+573,787
|
New
|
|
|
16
|
Goodman Advisory Group
Needham,
Massachusetts
|
$49.2M
|
+$3.9M
|
+45,353
|
+9%
|
|
|
17
|
New York Life Investment Management
New York
|
$45.8M
|
-$8.48M
|
-98,646
|
-16%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$43M
|
+$1.2M
|
+13,895
|
+3%
|
|
|
19
|
Potomac Fund Management
Miami,
Florida
|
$42.5M
|
+$40.4M
|
+470,038
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.5M
|
+$997K
|
+11,586
|
+3%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40.5M
|
-$799K
|
-9,295
|
-2%
|
|
|
22
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$37M
|
-$916K
|
-10,651
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.1M
|
+$1.83M
|
+21,325
|
+6%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.7M
|
+$13.8M
|
+160,733
|
+88%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$27.3M
|
-$5.25M
|
-61,080
|
-17%
|
|
