|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.4M
|
-$624K
|
-16,828
|
-1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$29.5M
|
+$11.1M
|
+298,224
|
+45%
|
|
|
3
|
|
$29.5M
|
+$2.09M
|
+56,232
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
-$3.48M
|
-93,921
|
-12%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$14.6M
|
-$4.5M
|
-121,245
|
-20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$2.52M
|
+68,001
|
+18%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
-$5.75M
|
-155,171
|
-31%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.64M
|
+$1.21M
|
+32,620
|
+15%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.16M
|
-$3.85M
|
-103,743
|
-31%
|
|
|
10
|
|
$6.98M
|
-$6.32M
|
-170,578
|
-43%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.56M
|
-$167K
|
-4,513
|
-2%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.9M
|
-$218K
|
-5,888
|
-4%
|
|
|
13
|
|
$4.23M
|
+$960K
|
+25,898
|
+23%
|
|
|
14
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.72M
|
-$96.8K
|
-2,611
|
-2%
|
|
|
15
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$3.56M
|
+$386K
|
+10,398
|
+10%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$3.43M
|
+$104K
|
+2,793
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.27M
|
+$483K
|
+13,014
|
+14%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$3.04M
|
-$1.04M
|
-28,068
|
-22%
|
|
|
19
|
Towerpoint Wealth
Sacramento,
California
|
$2.88M
|
+$79.7K
|
+2,150
|
+2%
|
|
|
20
|
|
$2.79M
|
-$56.7K
|
-1,528
|
-2%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$2.75M
|
+$3.33M
|
+89,904
|
New
|
|
|
22
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.64M
|
-$7.12K
|
-192
|
-0.2%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.44M
|
+$1.27M
|
+34,198
|
+75%
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.88M
|
+$1.59M
|
+42,768
|
+168%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.78M
|
-$259K
|
-6,992
|
-11%
|
|
