|
1
|
AssetMark Inc
Concord,
California
|
$49.2M
|
+$48.3M
|
+433,342
|
+8,666,840%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$13.3M
|
+$3.15M
|
+28,246
|
+32%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$2.15M
|
-19,294
|
-16%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.38M
|
+$8.42M
|
+75,504
|
+1,056%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$5.62M
|
-$55.7K
|
-500
|
-1%
|
|
|
6
|
|
$5.27M
|
-$1.25M
|
-11,240
|
-19%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.64M
|
+$2.52M
|
+22,596
|
+238%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.49M
|
+$3.42M
|
+30,714
|
New
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.67M
|
+$2.62M
|
+23,526
|
New
|
|
|
10
|
Bank of New York Mellon
New York
|
$1.84M
|
+$111K
|
+1,000
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.78M
|
+$56.3K
|
+505
|
+3%
|
|
|
12
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.78M
|
-$6.91K
|
-62
|
-0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.75M
|
-$404K
|
-3,621
|
-19%
|
|
|
14
|
Boston Advisors
Boston,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
15
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.38M
|
-$16.7K
|
-150
|
-1%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
17
|
|
$774K
|
+$15.5K
|
+139
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$707K
|
-$141K
|
-1,264
|
-17%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$644K
|
+$14.9K
|
+134
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$581K
|
-$70K
|
-628
|
-11%
|
|
|
21
|
WealthOne
Albany,
New York
|
$513K
|
+$503K
|
+4,516
|
New
|
|
|
22
|
First United Bank & Trust
Oakland,
Maryland
|
$499K
|
-$8.14K
|
-73
|
-2%
|
|
|
23
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$470K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$469K
|
-$23.3K
|
-209
|
-5%
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$414K
|
-$5.35K
|
-48
|
-1%
|
|
