|
1
|
AssetMark Inc
Concord,
California
|
$24.7M
|
+$612K
|
+27,303
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$550K
|
+24,543
|
+5%
|
|
|
3
|
|
$9.16M
|
+$9.77M
|
+436,116
|
+3,439%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$8.89M
|
+$7.69M
|
+343,356
|
+373%
|
|
|
5
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$8.68M
|
–
|
–
|
–
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.43M
|
+$261K
|
+11,636
|
+3%
|
|
|
7
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$4.16M
|
+$318K
|
+14,190
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.84M
|
-$1.24M
|
-55,442
|
-23%
|
|
|
9
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$3.47M
|
+$899K
|
+40,119
|
+31%
|
|
|
10
|
Vident Advisory
Alpharetta,
Georgia
|
$3.4M
|
-$99.2K
|
-4,426
|
-3%
|
|
|
11
|
Innealta Capital
Austin,
Texas
|
$2.51M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.2M
|
+$452K
|
+20,183
|
+23%
|
|
|
13
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.71M
|
-$261K
|
-11,669
|
-12%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
+$8.69K
|
+388
|
+0.6%
|
|
|
15
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.03M
|
+$173K
|
+7,700
|
+18%
|
|
|
16
|
Equitable Holdings
New York
|
$1.02M
|
-$521K
|
-23,261
|
-32%
|
|
|
17
|
Tenzing Financial
Williamsburg,
Virginia
|
$811K
|
-$10K
|
-448
|
-1%
|
|
|
18
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$714K
|
–
|
–
|
–
|
|
|
19
|
New York Life Investment Management
New York
|
$702K
|
+$770K
|
+34,372
|
New
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$592K
|
–
|
–
|
–
|
|
|
21
|
|
$551K
|
+$605K
|
+27,015
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$527K
|
+$235K
|
+10,486
|
+68%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$503K
|
+$104K
|
+4,646
|
+23%
|
|
|
24
|
Richardson Financial Services
Medway,
Massachusetts
|
$480K
|
-$5.49K
|
-245
|
-1%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$420K
|
-$66K
|
-2,944
|
-13%
|
|
