|
1
|
|
$122M
|
+$59.1M
|
+634,032
|
+94%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$61.7M
|
-$3.62M
|
-38,916
|
-6%
|
|
|
3
|
|
$56.1M
|
+$338K
|
+3,626
|
+0.6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.5M
|
-$3.1M
|
-33,294
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$43.3M
|
+$5.69M
|
+61,067
|
+15%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.3M
|
-$84K
|
-902
|
-0.2%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$29.8M
|
-$615K
|
-6,599
|
-2%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.8M
|
+$5.14M
|
+55,229
|
+24%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.4M
|
+$232K
|
+2,492
|
+0.9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
+$412K
|
+4,421
|
+2%
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$20.4M
|
+$50.4M
|
+541,524
|
New
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$16.7M
|
+$485K
|
+5,209
|
+3%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$16.4M
|
-$6.79M
|
-72,860
|
-29%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.6M
|
-$3.13M
|
-33,602
|
-19%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13M
|
+$864K
|
+9,275
|
+7%
|
|
|
16
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$12.8M
|
+$12.8M
|
+137,101
|
New
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$11.8M
|
+$988K
|
+10,606
|
+9%
|
|
|
18
|
Man Group
London,
United Kingdom
|
$11.6M
|
+$3.59M
|
+38,566
|
+45%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.9M
|
-$780K
|
-8,370
|
-7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$10.8M
|
-$2.96M
|
-31,758
|
-21%
|
|
|
21
|
RMR Wealth Builders
Montclair,
New Jersey
|
$9.86M
|
+$1.04M
|
+11,217
|
+12%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.44M
|
-$14.7M
|
-158,179
|
-61%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$9.29M
|
+$482K
|
+5,174
|
+5%
|
|
|
24
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9.09M
|
+$958K
|
+10,288
|
+12%
|
|
|
25
|
TD Private Client Wealth
New York
|
$8.26M
|
+$2.75M
|
+29,494
|
+50%
|
|
