|
1
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
+$27.3M
|
+807,090
|
+25%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$49M
|
-$12.6M
|
-372,734
|
-21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$46.8M
|
-$3.34M
|
-98,666
|
-7%
|
|
|
4
|
|
$41.7M
|
+$34.7M
|
+1,026,991
|
+676%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.2M
|
+$28.9M
|
+853,018
|
+301%
|
|
|
6
|
|
$39.6M
|
+$10.1M
|
+299,903
|
+37%
|
|
|
7
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$33.9M
|
+$32.4M
|
+959,098
|
New
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$30M
|
+$28.1M
|
+831,575
|
+5,216%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$22.3M
|
+$20.6M
|
+608,593
|
+2,707%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$22.2M
|
+$54.1K
|
+1,600
|
+0.3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
-$2.31M
|
-68,274
|
-11%
|
|
|
12
|
|
$14.4M
|
-$188K
|
-5,561
|
-1%
|
|
|
13
|
Xponance
Philadelphia,
Pennsylvania
|
$11.4M
|
–
|
–
|
–
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$10M
|
–
|
–
|
–
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$10M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.17M
|
+$6.95M
|
+205,580
|
+384%
|
|
|
17
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.78M
|
+$835K
|
+24,686
|
+11%
|
|
|
18
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$8.34M
|
-$417K
|
-12,314
|
-5%
|
|
|
19
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$8.09M
|
-$657K
|
-19,431
|
-8%
|
|
|
20
|
SG Americas Securities
New York
|
$8.09M
|
+$6.74M
|
+199,321
|
+680%
|
|
|
21
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6.22M
|
+$206K
|
+6,079
|
+4%
|
|
|
22
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$5.39M
|
+$5.16M
|
+152,469
|
New
|
|
|
23
|
|
$4.86M
|
-$89.2K
|
-2,636
|
-2%
|
|
|
24
|
|
$4.28M
|
+$3.78M
|
+111,787
|
+1,198%
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$4.1M
|
+$760K
|
+22,478
|
+24%
|
|
