|
1
|
AssetMark Inc
Concord,
California
|
$45.4M
|
+$4.05M
|
+102,949
|
+10%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$39.7M
|
-$623K
|
-15,833
|
-2%
|
|
|
3
|
|
$28.3M
|
+$2.3M
|
+58,347
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
+$310K
|
+7,877
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$3.48M
|
+88,375
|
+36%
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
$12.6M
|
+$413K
|
+10,486
|
+3%
|
|
|
7
|
Horizon Wealth Management
La Grange,
Illinois
|
$10.1M
|
+$10M
|
+254,090
|
New
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.92M
|
+$412K
|
+10,473
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.83M
|
+$2.65M
|
+67,475
|
+37%
|
|
|
10
|
|
$9.67M
|
+$395K
|
+10,031
|
+4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.85M
|
-$5.7M
|
-144,965
|
-39%
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$7.8M
|
+$296K
|
+7,533
|
+4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$6.44M
|
+$4.14M
|
+105,203
|
+184%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$6.04M
|
–
|
–
|
–
|
|
|
15
|
|
$5.85M
|
-$4.24M
|
-107,655
|
-42%
|
|
|
16
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$5.79M
|
+$5.74M
|
+145,864
|
New
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$5.48M
|
+$4.55M
|
+115,613
|
+516%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.5M
|
+$586K
|
+14,893
|
+15%
|
|
|
19
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$4.19M
|
-$1.41M
|
-35,810
|
-25%
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.08M
|
+$3.74M
|
+95,139
|
+1,226%
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.05M
|
+$4.02M
|
+102,162
|
New
|
|
|
22
|
|
$3.88M
|
+$3.85M
|
+97,820
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.73M
|
+$374K
|
+9,512
|
+11%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$3.67M
|
+$216K
|
+5,487
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.5M
|
-$5.7M
|
-144,847
|
-62%
|
|
