|
1
|
Wells Fargo
San Francisco,
California
|
$116M
|
-$4.43M
|
-44,184
|
-4%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$86M
|
+$7.26M
|
+72,464
|
+9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$84M
|
+$13.5M
|
+135,099
|
+19%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.4M
|
+$2.7M
|
+26,924
|
+5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$43.8M
|
+$9.02M
|
+90,069
|
+26%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$31.9M
|
+$7.66M
|
+76,484
|
+32%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$27.3M
|
-$405K
|
-4,040
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$27.3M
|
+$80.6K
|
+805
|
+0.3%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$24.1M
|
-$8.48M
|
-84,653
|
-26%
|
|
|
10
|
|
$23.5M
|
+$12M
|
+119,384
|
+105%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
+$15.4M
|
+153,868
|
+293%
|
|
|
12
|
|
$16.2M
|
+$16M
|
+160,000
|
+19,975%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
+$5.58M
|
+55,685
|
+53%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$3.18M
|
-31,697
|
-17%
|
|
|
15
|
Financial Management Professionals
Austin,
Texas
|
$15.3M
|
+$512K
|
+5,111
|
+3%
|
|
|
16
|
Hollencrest Capital Management
Newport Beach,
California
|
$15.2M
|
+$7.69M
|
+76,777
|
+103%
|
|
|
17
|
Man Group
London,
United Kingdom
|
$15.1M
|
+$4.22M
|
+42,118
|
+39%
|
|
|
18
|
Value Monitoring
Menlo Park,
California
|
$12.7M
|
+$12.7M
|
+126,600
|
New
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.7M
|
+$11.6M
|
+116,061
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$392K
|
-3,910
|
-3%
|
|
|
21
|
|
$9.24M
|
+$40.7K
|
+406
|
+0.4%
|
|
|
22
|
Coastline Trust
Providence,
Rhode Island
|
$7.95M
|
+$734K
|
+7,330
|
+10%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$7.53M
|
-$1.48M
|
-14,779
|
-16%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$7.48M
|
-$1.62M
|
-16,208
|
-18%
|
|
|
25
|
Donoghue Forlines
Boston,
Massachusetts
|
$7.45M
|
+$3.9M
|
+38,942
|
+111%
|
|
