|
1
|
AssetMark Inc
Concord,
California
|
$124M
|
+$71.6M
|
+628,207
|
+145%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$3.27M
|
+28,651
|
+29%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$13.9M
|
+$165K
|
+1,449
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.89M
|
+$250K
|
+2,195
|
+3%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.83M
|
+$3.02M
|
+26,478
|
+83%
|
|
|
6
|
|
$4.71M
|
-$694K
|
-6,081
|
-13%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$4.53M
|
-$1.22M
|
-10,668
|
-22%
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.38M
|
-$199K
|
-1,745
|
-6%
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.97M
|
+$224K
|
+1,960
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.78M
|
+$962K
|
+8,435
|
+55%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.99M
|
+$1.95M
|
+17,060
|
New
|
|
|
12
|
Bank of New York Mellon
New York
|
$1.95M
|
+$57K
|
+500
|
+3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
+$80.5K
|
+706
|
+5%
|
|
|
14
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.89M
|
+$65.6K
|
+575
|
+4%
|
|
|
15
|
Boston Advisors
Boston,
Massachusetts
|
$1.77M
|
+$140K
|
+1,230
|
+9%
|
|
|
16
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.4M
|
-$20K
|
-175
|
-1%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$955K
|
+$224K
|
+1,966
|
+32%
|
|
|
19
|
|
$824K
|
+$27.9K
|
+245
|
+4%
|
|
|
20
|
WealthOne
Albany,
New York
|
$644K
|
+$115K
|
+1,008
|
+22%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$602K
|
-$58.5K
|
-513
|
-9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$587K
|
-$8.78K
|
-77
|
-2%
|
|
|
23
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$515K
|
+$29.4K
|
+258
|
+6%
|
|
|
24
|
AdvicePeriod
Los Angeles,
California
|
$486K
|
+$475K
|
+4,167
|
New
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$481K
|
–
|
–
|
–
|
|
