|
1
|
AssetMark Inc
Concord,
California
|
$96.4M
|
+$29.1M
|
+304,538
|
+37%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.4M
|
+$22.4M
|
+234,143
|
+34%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$54.2M
|
-$7.62M
|
-79,661
|
-11%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39.5M
|
-$9.34M
|
-97,679
|
-18%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$33M
|
+$12.9M
|
+134,626
|
+54%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9M
|
+$27.3M
|
+285,480
|
New
|
|
|
7
|
|
$19.5M
|
+$375K
|
+3,925
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
-$2.7M
|
-28,195
|
-12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
-$6.87M
|
-71,900
|
-28%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$14.1M
|
-$3.62M
|
-37,910
|
-19%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
-$1.93M
|
-20,181
|
-15%
|
|
|
12
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$10.1M
|
-$10.9M
|
-114,500
|
-49%
|
|
|
13
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10M
|
-$86K
|
-900
|
-0.8%
|
|
|
14
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.06M
|
+$1.06M
|
+11,130
|
+12%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$8.32M
|
-$44.7M
|
-467,604
|
-83%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.28M
|
–
|
–
|
–
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.04M
|
+$84.3K
|
+882
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.96M
|
-$279K
|
-2,914
|
-4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$5.55M
|
+$172K
|
+1,795
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.47M
|
-$766K
|
-8,008
|
-11%
|
|
|
21
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.46M
|
+$5.49M
|
+57,409
|
+924%
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.26M
|
+$309K
|
+3,232
|
+6%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.13M
|
-$3.72M
|
-38,908
|
-39%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.12M
|
-$2.25M
|
-23,494
|
-28%
|
|
|
25
|
Parkside Investments
Deerfield,
Illinois
|
$5.01M
|
-$371K
|
-3,885
|
-6%
|
|
