|
1
|
AssetMark Inc
Concord,
California
|
$59.6M
|
+$3.91M
|
+96,918
|
+7%
|
|
|
2
|
|
$46.1M
|
+$7.43M
|
+184,243
|
+19%
|
|
|
3
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$39.7M
|
-$341K
|
-8,462
|
-0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.7M
|
+$4.74M
|
+117,546
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
+$568K
|
+14,088
|
+2%
|
|
|
6
|
Horizon Wealth Management
La Grange,
Illinois
|
$14.6M
|
+$1.16M
|
+28,739
|
+9%
|
|
|
7
|
Summit Financial
Parsippany,
New Jersey
|
$13M
|
+$34.7K
|
+860
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11M
|
-$491K
|
-12,164
|
-4%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$10.1M
|
-$21.6K
|
-535
|
-0.2%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$8.09M
|
-$24K
|
-596
|
-0.3%
|
|
|
11
|
|
$7.29M
|
-$37K
|
-918
|
-0.5%
|
|
|
12
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.48M
|
+$4.44M
|
+110,155
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$4.4M
|
+$247K
|
+6,134
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
+$271K
|
+6,723
|
+8%
|
|
|
15
|
Blueline Advisors
Exeter,
New Hampshire
|
$3.78M
|
+$202K
|
+5,017
|
+6%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$3.72M
|
-$82.8K
|
-2,052
|
-2%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$3.71M
|
–
|
–
|
–
|
|
|
18
|
Kensington Asset Management
Austin,
Texas
|
$3.32M
|
+$1.01M
|
+25,000
|
+44%
|
|
|
19
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.16M
|
+$42.3K
|
+1,048
|
+1%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3M
|
-$245K
|
-6,073
|
-8%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$292K
|
+7,234
|
+11%
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.47M
|
+$662K
|
+16,413
|
+37%
|
|
|
23
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.14M
|
+$511K
|
+12,671
|
+32%
|
|
|
24
|
FOCUS Wealth Advisors
Houston,
Texas
|
$2.14M
|
+$66.2K
|
+1,640
|
+3%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$2.01M
|
+$2M
|
+49,507
|
New
|
|
