|
1
|
AssetMark Inc
Concord,
California
|
$101M
|
+$95.2M
|
+793,175
|
+2,141%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
+$1.36M
|
+11,294
|
+8%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$15.3M
|
+$156K
|
+1,298
|
+1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.01M
|
+$6.94M
|
+57,791
|
New
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$4.87M
|
+$172K
|
+1,437
|
+4%
|
|
|
6
|
|
$4.68M
|
+$3.47M
|
+28,894
|
+297%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.27M
|
-$231K
|
-1,928
|
-7%
|
|
|
8
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.01M
|
+$2.98M
|
+24,793
|
New
|
|
|
9
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2M
|
+$31.6K
|
+263
|
+2%
|
|
|
10
|
Bank of New York Mellon
New York
|
$1.94M
|
-$12.2K
|
-102
|
-0.6%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
-$4.11M
|
-34,210
|
-69%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.86M
|
-$19.6K
|
-163
|
-1%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$1.85M
|
+$12K
|
+100
|
+0.7%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$1.79M
|
+$449K
|
+3,745
|
+34%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
+$1.72M
|
+14,366
|
New
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$1.49M
|
+$406K
|
+3,380
|
+38%
|
|
|
17
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.38M
|
-$48K
|
-400
|
-3%
|
|
|
18
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.32M
|
+$1.31M
|
+10,924
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
+$54.1K
|
+451
|
+4%
|
|
|
20
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$1.14M
|
-$33.6K
|
-280
|
-3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$385K
|
+3,204
|
+61%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$926K
|
-$9.23M
|
-76,901
|
-91%
|
|
|
23
|
Csenge Advisory Group
Clearwater,
Florida
|
$842K
|
+$833K
|
+6,944
|
New
|
|
|
24
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$748K
|
+$232K
|
+1,936
|
+46%
|
|
|
25
|
|
$715K
|
-$5.5M
|
-45,856
|
-89%
|
|
