|
1
|
AssetMark Inc
Concord,
California
|
$53.9M
|
+$4.79M
|
+118,767
|
+9%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$38.7M
|
-$944K
|
-23,402
|
-2%
|
|
|
3
|
|
$37.4M
|
+$7.02M
|
+174,052
|
+22%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
+$11.2M
|
+277,146
|
+57%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$28M
|
+$8.85M
|
+219,311
|
+45%
|
|
|
6
|
Horizon Wealth Management
La Grange,
Illinois
|
$13M
|
+$2.91M
|
+72,263
|
+28%
|
|
|
7
|
Summit Financial
Parsippany,
New Jersey
|
$12.6M
|
-$56.4K
|
-1,399
|
-0.4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$1.93M
|
-47,754
|
-14%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.82M
|
-$22.9K
|
-569
|
-0.2%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$7.86M
|
+$57.2K
|
+1,417
|
+0.7%
|
|
|
11
|
|
$7.09M
|
-$318K
|
-7,873
|
-4%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$4.02M
|
+$219K
|
+5,432
|
+6%
|
|
|
13
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.88M
|
-$1.02M
|
-25,326
|
-20%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$3.68M
|
-$2.97M
|
-73,686
|
-44%
|
|
|
15
|
Blueline Advisors
Exeter,
New Hampshire
|
$3.46M
|
+$1.2M
|
+29,790
|
+51%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
-$1.99M
|
-49,219
|
-36%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.15M
|
-$1.31M
|
-32,547
|
-29%
|
|
|
18
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.02M
|
+$248K
|
+6,149
|
+9%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.9M
|
+$14.6K
|
+363
|
+0.5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.48M
|
-$7.44M
|
-184,383
|
-75%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$2.35M
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
+$1.86M
|
+46,099
|
+408%
|
|
|
23
|
Kensington Asset Management
Austin,
Texas
|
$2.23M
|
+$128K
|
+3,171
|
+6%
|
|
|
24
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$2.22M
|
-$2.02M
|
-50,143
|
-47%
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
$2M
|
-$91.2K
|
-2,261
|
-4%
|
|
