|
1
|
AssetMark Inc
Concord,
California
|
$65.4M
|
-$1.28M
|
-14,070
|
-2%
|
|
|
2
|
|
$52M
|
+$13.5M
|
+149,143
|
+35%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.5M
|
+$1.91M
|
+21,024
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.3M
|
+$14M
|
+153,916
|
+72%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.9M
|
+$14.2M
|
+156,405
|
+84%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$30.5M
|
+$314K
|
+3,462
|
+1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.8M
|
-$605K
|
-6,656
|
-2%
|
|
|
8
|
Allianz Asset Management
Munich,
Germany
|
$21.9M
|
+$5.08M
|
+55,895
|
+30%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.9M
|
+$218K
|
+2,397
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$445K
|
+4,894
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
-$844K
|
-9,297
|
-4%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$15.4M
|
+$2.22M
|
+24,460
|
+17%
|
|
|
13
|
|
$14.5M
|
+$2.15M
|
+23,684
|
+17%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.5M
|
+$1.64M
|
+18,042
|
+15%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.3M
|
-$6.49M
|
-71,475
|
-35%
|
|
|
16
|
Win Advisors
Palm Beach Gardens,
Florida
|
$11.4M
|
+$11.5M
|
+126,177
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
+$10.8M
|
+119,175
|
+1,795%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$1.89M
|
+20,846
|
+20%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.9M
|
-$130K
|
-1,427
|
-1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
+$1.19M
|
+13,114
|
+13%
|
|
|
21
|
Man Group
London,
United Kingdom
|
$9.99M
|
-$7.58M
|
-83,399
|
Closed
|
|
|
22
|
RMR Wealth Builders
Montclair,
New Jersey
|
$8.44M
|
+$955K
|
+10,519
|
+13%
|
|
|
23
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7.53M
|
+$600K
|
+6,610
|
+9%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.2M
|
+$7.12M
|
+78,407
|
+15,681%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.01M
|
+$360K
|
+3,963
|
+5%
|
|
