|
1
|
Bank of America
Charlotte,
North Carolina
|
$341M
|
+$204M
|
+5,930,697
|
+156%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$49.7M
|
+$2.81M
|
+81,531
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$41.2M
|
+$20.6M
|
+596,647
|
+103%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.3M
|
+$309K
|
+8,961
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
-$1.93M
|
-56,022
|
-7%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$17.7M
|
-$155K
|
-4,500
|
-0.9%
|
|
|
7
|
|
$16.3M
|
-$243K
|
-7,047
|
-1%
|
|
|
8
|
Capstone Investment Advisors
New York
|
$13.9M
|
+$13.7M
|
+397,389
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$9.6M
|
+278,550
|
+364%
|
|
|
10
|
|
$9.98M
|
+$9.83M
|
+285,000
|
New
|
|
|
11
|
|
$9.95M
|
-$1.68M
|
-48,833
|
-15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.81M
|
+$56.1K
|
+1,627
|
+0.7%
|
|
|
13
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$8.4M
|
+$113K
|
+3,274
|
+1%
|
|
|
14
|
|
$8.27M
|
-$3.33M
|
-96,582
|
-29%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$8.11M
|
+$13M
|
+377,390
|
+1,952%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$8.11M
|
+$7.98M
|
+231,465
|
New
|
|
|
17
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.51M
|
+$4.25M
|
+123,240
|
+135%
|
|
|
18
|
|
$7.38M
|
+$578K
|
+16,766
|
+9%
|
|
|
19
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.01M
|
-$129K
|
-3,734
|
-2%
|
|
|
20
|
|
$6.84M
|
+$1.36M
|
+39,511
|
+25%
|
|
|
21
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$6.82M
|
+$291K
|
+8,438
|
+5%
|
|
|
22
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$6.82M
|
+$291K
|
+8,438
|
+5%
|
|
|
23
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6.56M
|
+$34.2K
|
+991
|
+0.5%
|
|
|
24
|
|
$6.55M
|
+$1.94M
|
+56,184
|
+43%
|
|
|
25
|
Catalyst Capital Advisors
Huntington,
New York
|
$6.27M
|
–
|
–
|
–
|
|
