|
1
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
+$48.5M
|
+655,231
|
+64%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$123M
|
+$86.3M
|
+1,165,563
|
+294%
|
|
|
3
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$90.6M
|
+$5.23M
|
+70,588
|
+8%
|
|
|
4
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$32.7M
|
-$3.63M
|
-49,055
|
-11%
|
|
|
5
|
Advisory Alpha
Holland,
Michigan
|
$31.7M
|
+$571K
|
+7,712
|
+2%
|
|
|
6
|
New York Life Investment Management
New York
|
$27.4M
|
+$2.64M
|
+35,665
|
+11%
|
|
|
7
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$23.2M
|
+$21.9M
|
+295,183
|
New
|
|
|
8
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$22.9M
|
-$1.73M
|
-23,319
|
-7%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$22.4M
|
+$21.1M
|
+284,440
|
New
|
|
|
10
|
Baker Avenue Asset Management
San Francisco,
California
|
$22.2M
|
+$1.44M
|
+19,485
|
+7%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$19.4M
|
-$9.74M
|
-131,474
|
-35%
|
|
|
12
|
Nomura Asset Management
Tokyo,
Japan
|
$19.2M
|
-$4.34M
|
-58,600
|
-19%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
+$10.6M
|
+143,450
|
+148%
|
|
|
14
|
|
$18.9M
|
+$9.58M
|
+129,322
|
+117%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$708K
|
+9,562
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$1.37M
|
+18,552
|
+9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$15.6M
|
-$15.3M
|
-206,537
|
-51%
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$14.6M
|
+$896K
|
+12,106
|
+7%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$14.1M
|
+$6.27M
|
+84,647
|
+89%
|
|
|
20
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$12M
|
+$11.3M
|
+152,784
|
New
|
|
|
21
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$11.1M
|
+$1.08M
|
+14,603
|
+11%
|
|
|
22
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.8M
|
+$48.8K
|
+659
|
+0.5%
|
|
|
23
|
Renaissance Technologies
New York
|
$10.8M
|
+$10.2M
|
+137,100
|
New
|
|
|
24
|
Aire Advisors
Beverly Hills,
California
|
$9.76M
|
+$75.3K
|
+1,017
|
+0.8%
|
|
|
25
|
Adams Wealth Management
Logan,
Utah
|
$9.75M
|
+$395K
|
+5,338
|
+4%
|
|
