|
1
|
AssetMark Inc
Concord,
California
|
$40.6M
|
+$2.46M
|
+64,930
|
+7%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$39.7M
|
+$22.7K
|
+598
|
+0.1%
|
|
|
3
|
|
$25.6M
|
+$1.12M
|
+29,666
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19.1M
|
+$363K
|
+9,564
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$8.23M
|
-217,085
|
-37%
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
$12M
|
+$248K
|
+6,532
|
+2%
|
|
|
7
|
|
$9.94M
|
+$946K
|
+24,950
|
+11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$9.5M
|
+$1.35M
|
+35,695
|
+17%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.33M
|
–
|
–
|
–
|
|
|
10
|
|
$9.11M
|
-$867K
|
-22,857
|
-9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.08M
|
-$5.2M
|
-137,034
|
-37%
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$7.37M
|
-$819K
|
-21,605
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.03M
|
-$3.12M
|
-82,279
|
-31%
|
|
|
14
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$5.51M
|
+$5.36M
|
+141,458
|
New
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$4.94M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.47M
|
-$3.43M
|
-90,492
|
-44%
|
|
|
17
|
Kestra Investment Management
Austin,
Texas
|
$4.19M
|
+$2.31M
|
+60,978
|
+128%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.83M
|
-$513K
|
-13,541
|
-12%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$3.39M
|
+$148K
|
+3,901
|
+5%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
+$2.1M
|
+55,259
|
+189%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$2.97M
|
-$2.51M
|
-66,323
|
-47%
|
|
|
22
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.63M
|
+$9.82K
|
+259
|
+0.4%
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.27M
|
-$351K
|
-9,257
|
-14%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.23M
|
+$35.6K
|
+940
|
+2%
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
$2.05M
|
+$11.9K
|
+314
|
+0.6%
|
|
