|
1
|
Bank of America
Charlotte,
North Carolina
|
$374M
|
+$26.7M
|
+765,004
|
+8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$54.1M
|
+$3.53M
|
+101,369
|
+7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$40.6M
|
+$26M
|
+744,771
|
+188%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
-$1.92M
|
-55,028
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$37.6M
|
+$24.4M
|
+700,806
|
+197%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$26M
|
+$907K
|
+26,017
|
+4%
|
|
|
7
|
1607 Capital Partners
Richmond,
Virginia
|
$17.8M
|
-$199K
|
-5,700
|
-1%
|
|
|
8
|
|
$15.1M
|
-$1.49M
|
-42,619
|
-9%
|
|
|
9
|
|
$10.1M
|
–
|
–
|
–
|
|
|
10
|
|
$9.41M
|
+$1.87M
|
+53,752
|
+25%
|
|
|
11
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$9.32M
|
+$2.35M
|
+67,453
|
+35%
|
|
|
12
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$9.32M
|
+$2.35M
|
+67,453
|
+35%
|
|
|
13
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$9.18M
|
+$646K
|
+18,548
|
+7%
|
|
|
14
|
|
$8.71M
|
+$2.02M
|
+57,933
|
+31%
|
|
|
15
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.67M
|
+$1.51M
|
+43,422
|
+22%
|
|
|
16
|
Catalyst Capital Advisors
Huntington,
New York
|
$8.48M
|
+$2.07M
|
+59,429
|
+33%
|
|
|
17
|
Millburn Ridgefield Corp
New York
|
$8.48M
|
+$2.07M
|
+59,429
|
+33%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.31M
|
-$623K
|
-17,863
|
-7%
|
|
|
19
|
|
$7.35M
|
-$1.03M
|
-29,415
|
-12%
|
|
|
20
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.67M
|
-$935K
|
-26,829
|
-13%
|
|
|
21
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6.67M
|
-$1.99K
|
-57
|
-0%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$6.28M
|
+$3.17M
|
+90,921
|
+106%
|
|
|
23
|
Water Oak Advisors
Winter Park,
Florida
|
$6.07M
|
+$96.6K
|
+2,772
|
+2%
|
|
|
24
|
|
$5.6M
|
-$1.32M
|
-37,759
|
-19%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$5.38M
|
+$1.45M
|
+41,527
|
+38%
|
|
