|
1
|
AssetMark Inc
Concord,
California
|
$21.2M
|
+$22.1M
|
+219,469
|
+5,486,725%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$20.2M
|
+$9.01M
|
+89,316
|
+75%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$18.6M
|
-$422K
|
-4,178
|
-2%
|
|
|
4
|
swisspartners Advisors
Zurich,
Switzerland
|
$14.3M
|
+$551K
|
+5,455
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.87M
|
+$555K
|
+5,503
|
+6%
|
|
|
6
|
|
$9.42M
|
+$346K
|
+3,432
|
+4%
|
|
|
7
|
Prism Advisors
Studio City,
California
|
$9.14M
|
-$73K
|
-723
|
-0.8%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$7.18M
|
-$14.1M
|
-139,547
|
-65%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$5.9M
|
+$332K
|
+3,290
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.18M
|
-$263K
|
-2,607
|
-5%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.33M
|
+$4.51M
|
+44,727
|
New
|
|
|
12
|
Zacks Investment Management
Chicago,
Illinois
|
$4.28M
|
+$508K
|
+5,036
|
+13%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$3.25M
|
-$1.41K
|
-14
|
-0%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$3.19M
|
-$46.3K
|
-459
|
-1%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.06M
|
+$51.7K
|
+512
|
+2%
|
|
|
16
|
|
$2.38M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.28M
|
+$239K
|
+2,372
|
+11%
|
|
|
18
|
|
$1.87M
|
+$101K
|
+1,005
|
+5%
|
|
|
19
|
|
$1.67M
|
+$1.23M
|
+12,227
|
+243%
|
|
|
20
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
21
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.57M
|
+$1.64M
|
+16,246
|
New
|
|
|
22
|
|
$1.39M
|
–
|
–
|
–
|
|
|
23
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$1.39M
|
+$198K
|
+1,963
|
+16%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$1.34M
|
-$2.92M
|
-28,912
|
-68%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
-$2.6M
|
-25,804
|
-65%
|
|
