|
1
|
|
$64.8M
|
-$8.92M
|
-179,290
|
-11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$45.4M
|
+$8.4M
|
+168,773
|
+21%
|
|
|
3
|
|
$43.9M
|
-$1.91M
|
-38,385
|
-4%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$42.3M
|
+$45.4M
|
+912,931
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
-$9.72M
|
-195,425
|
-19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$35.5M
|
+$2.67M
|
+53,586
|
+7%
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$29.4M
|
+$13.9M
|
+279,867
|
+79%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$20.4M
|
+$2.42M
|
+48,641
|
+12%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
-$4.08K
|
-82
|
-0%
|
|
|
10
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$10.8M
|
+$300K
|
+6,033
|
+3%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$9.62M
|
+$9.97M
|
+200,408
|
+2,710%
|
|
|
12
|
Bank of New York Mellon
New York
|
$8.55M
|
-$666K
|
-13,391
|
-7%
|
|
|
13
|
|
$8.5M
|
+$4.09M
|
+82,155
|
+81%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.5M
|
+$6.48M
|
+130,292
|
+411%
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$7.14M
|
-$9.8M
|
-196,874
|
-56%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$7.11M
|
+$1.01M
|
+20,396
|
+15%
|
|
|
17
|
|
$5.59M
|
+$6.02M
|
+120,905
|
New
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.05M
|
+$27.9K
|
+560
|
+0.5%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$5.04M
|
+$1.36M
|
+27,376
|
+34%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$4.77M
|
-$2.49M
|
-50,145
|
-33%
|
|
|
21
|
Pring Turner Capital Group
Alamo,
California
|
$4.5M
|
-$57.1K
|
-1,147
|
-1%
|
|
|
22
|
|
$4.5M
|
+$709K
|
+14,240
|
+17%
|
|
|
23
|
VSR Financial Services
Overland Park,
Kansas
|
$3.63M
|
+$554K
|
+11,144
|
+17%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.49M
|
+$506K
|
+10,179
|
+16%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.27M
|
+$360K
|
+7,244
|
+11%
|
|
