|
1
|
AssetMark Inc
Concord,
California
|
$78.4M
|
+$75.2M
|
+1,408,528
|
New
|
|
|
2
|
F-Squared Investment Management
Wellesley,
Massachusetts
|
$70M
|
+$67.2M
|
+1,257,800
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.7M
|
+$47.7M
|
+893,604
|
+713%
|
|
|
4
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$49.9M
|
+$47.9M
|
+896,086
|
+273,197%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$47.7M
|
+$41.6M
|
+778,782
|
+1,011%
|
|
|
6
|
|
$42.1M
|
-$1.17M
|
-21,982
|
-3%
|
|
|
7
|
Placemark Investments
Chicago,
Illinois
|
$36.9M
|
+$33.6M
|
+628,180
|
+1,796%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$32.7M
|
+$3.94M
|
+73,748
|
+14%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$7.69M
|
+143,902
|
+42%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$19.8M
|
+$84.1K
|
+1,574
|
+0.4%
|
|
|
11
|
Shamrock Asset Management
Dallas,
Texas
|
$16.7M
|
+$16M
|
+299,408
|
New
|
|
|
12
|
Prospera Financial Services
Dallas,
Texas
|
$15.1M
|
+$14.4M
|
+270,280
|
New
|
|
|
13
|
|
$14.3M
|
+$1.35M
|
+25,348
|
+11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$4.35M
|
+81,432
|
+47%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$13.2M
|
-$133K
|
-2,486
|
-1%
|
|
|
16
|
Aviance Capital Management
Sarasota,
Florida
|
$11.5M
|
+$11M
|
+205,952
|
New
|
|
|
17
|
HT Partners
Centerbrook,
Connecticut
|
$11.2M
|
+$11M
|
+206,234
|
New
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$11.1M
|
+$10.7M
|
+199,598
|
New
|
|
|
19
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.4M
|
-$4.26M
|
-79,674
|
-32%
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$8.48M
|
+$8.14M
|
+152,348
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.18M
|
-$9.51K
|
-178
|
-0.1%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$5.56M
|
–
|
–
|
–
|
|
|
23
|
|
$4.93M
|
-$116K
|
-2,166
|
-2%
|
|
|
24
|
National Planning Corporation
El Segundo,
California
|
$4.72M
|
+$279K
|
+5,214
|
+7%
|
|
|
25
|
BNP Paribas Financial Markets
Paris,
France
|
$4.45M
|
+$4.27M
|
+80,000
|
New
|
|
