|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
-$8.22M
|
-239,823
|
-6%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$58.4M
|
+$1.87M
|
+54,680
|
+3%
|
|
|
3
|
|
$48.1M
|
+$18.2M
|
+532,660
|
+62%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$47.7M
|
+$4.85M
|
+141,609
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$23.7M
|
+692,822
|
+299%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$26.2M
|
+$25.1M
|
+731,580
|
+3,225%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
-$936K
|
-27,335
|
-4%
|
|
|
8
|
1607 Capital Partners
Richmond,
Virginia
|
$16.9M
|
+$230K
|
+6,700
|
+1%
|
|
|
9
|
|
$14.6M
|
-$28.6K
|
-836
|
-0.2%
|
|
|
10
|
Catalyst Capital Advisors
Huntington,
New York
|
$9.32M
|
-$463K
|
-13,517
|
-5%
|
|
|
11
|
Millburn Ridgefield Corp
New York
|
$9.32M
|
-$463K
|
-13,517
|
-5%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$9.13M
|
-$795K
|
-23,199
|
-8%
|
|
|
13
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$9.13M
|
-$795K
|
-23,199
|
-8%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.95M
|
+$1.64M
|
+47,835
|
+26%
|
|
|
15
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$7.72M
|
-$795K
|
-23,205
|
-9%
|
|
|
16
|
|
$7.28M
|
+$6.28M
|
+183,443
|
+695%
|
|
|
17
|
Keel Point
Huntsville,
Alabama
|
$7.05M
|
+$6.96M
|
+203,240
|
New
|
|
|
18
|
Xponance
Philadelphia,
Pennsylvania
|
$7.04M
|
+$6.95M
|
+202,921
|
New
|
|
|
19
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$5.79M
|
+$5.72M
|
+167,038
|
New
|
|
|
20
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.79M
|
+$2.67K
|
+78
|
+0%
|
|
|
21
|
Water Oak Advisors
Winter Park,
Florida
|
$5.59M
|
-$689K
|
-20,108
|
-11%
|
|
|
22
|
|
$5.36M
|
-$288K
|
-8,415
|
-5%
|
|
|
23
|
|
$4.97M
|
-$454K
|
-13,265
|
-8%
|
|
|
24
|
Flow Traders U.S.
New York
|
$4.42M
|
-$1.7M
|
-49,585
|
-28%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.17M
|
+$139K
|
+4,045
|
+3%
|
|
