|
1
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
+$24.8M
|
+317,558
|
+19%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$119M
|
-$5.77M
|
-73,943
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.3M
|
+$57.1M
|
+731,278
|
+325%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$37.1M
|
+$18M
|
+231,109
|
+99%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$35.9M
|
+$2.6M
|
+33,344
|
+8%
|
|
|
6
|
New York Life Investment Management
New York
|
$34.8M
|
+$6.87M
|
+88,034
|
+25%
|
|
|
7
|
Advisory Alpha
Holland,
Michigan
|
$33.6M
|
+$1.36M
|
+17,403
|
+4%
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$31M
|
+$7.29M
|
+93,429
|
+32%
|
|
|
9
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$26.7M
|
+$3.36M
|
+42,996
|
+15%
|
|
|
10
|
|
$26.6M
|
+$21.5M
|
+275,734
|
+477%
|
|
|
11
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$22.2M
|
-$538K
|
-6,892
|
-2%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$21.4M
|
-$1.13M
|
-14,416
|
-5%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$19M
|
-$706K
|
-9,042
|
-4%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$18.5M
|
+$17.8M
|
+227,656
|
+5,431%
|
|
|
15
|
|
$18.3M
|
-$879K
|
-11,254
|
-5%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$18.2M
|
+$2.35M
|
+30,073
|
+15%
|
|
|
17
|
Nomura Asset Management
Tokyo,
Japan
|
$17.7M
|
-$1.76M
|
-22,500
|
-9%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.1M
|
+$11.9M
|
+152,049
|
+245%
|
|
|
19
|
Ocean Park Asset Management
Santa Monica,
California
|
$16.4M
|
+$16M
|
+205,100
|
New
|
|
|
20
|
AllianceBernstein
Nashville,
Tennessee
|
$14.9M
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
-$4.66M
|
-59,680
|
-25%
|
|
|
22
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$11.8M
|
-$65.9M
|
-844,162
|
-85%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.5M
|
+$8.82M
|
+112,956
|
+369%
|
|
|
24
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$11.4M
|
+$383K
|
+4,911
|
+3%
|
|
|
25
|
Adams Wealth Management
Logan,
Utah
|
$11.4M
|
+$1.47M
|
+18,792
|
+15%
|
|
