|
1
|
AssetMark Inc
Concord,
California
|
$35.9M
|
-$2.17M
|
-20,920
|
-6%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$18.1M
|
+$446K
|
+4,291
|
+2%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.5M
|
-$316K
|
-3,039
|
-2%
|
|
|
4
|
|
$12.8M
|
-$284K
|
-2,734
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$2.11M
|
+20,312
|
+22%
|
|
|
6
|
|
$10.3M
|
-$13.4M
|
-129,393
|
-56%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$9.41M
|
-$179K
|
-1,725
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.35M
|
+$528K
|
+5,084
|
+11%
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.74M
|
+$27.1K
|
+261
|
+0.7%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$3.67M
|
+$269K
|
+2,588
|
+8%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.26M
|
-$2.92M
|
-28,106
|
-47%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.24M
|
-$48K
|
-462
|
-1%
|
|
|
13
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.96M
|
-$23.1K
|
-222
|
-0.8%
|
|
|
14
|
|
$2.92M
|
-$608K
|
-5,850
|
-17%
|
|
|
15
|
Marcum Wealth
Cleveland,
Ohio
|
$2.84M
|
+$2.89M
|
+27,787
|
New
|
|
|
16
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$2.42M
|
+$2.46M
|
+23,659
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
+$82.1K
|
+790
|
+4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
+$631K
|
+6,071
|
+71%
|
|
|
19
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.46M
|
-$8.63K
|
-83
|
-0.6%
|
|
|
20
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.44M
|
+$68.6K
|
+660
|
+5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
+$222K
|
+2,135
|
+18%
|
|
|
22
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.2M
|
-$9.25K
|
-89
|
-0.8%
|
|
|
23
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.17M
|
+$29.3K
|
+282
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.17M
|
-$22.9K
|
-220
|
-2%
|
|
|
25
|
Hilltop Holdings
Dallas,
Texas
|
$1.12M
|
+$26K
|
+250
|
+2%
|
|
