|
1
|
AssetMark Inc
Concord,
California
|
$64.7M
|
-$10.4M
|
-168,188
|
-15%
|
|
|
2
|
|
$58.4M
|
+$11.8M
|
+191,864
|
+27%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.9M
|
+$10.6M
|
+171,376
|
+28%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
+$1.36M
|
+22,020
|
+4%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$33.4M
|
+$8.55M
|
+138,740
|
+37%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$30.6M
|
+$13M
|
+211,230
|
+83%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$25.7M
|
+$6.25M
|
+101,386
|
+35%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.6M
|
-$13.4M
|
-217,652
|
-37%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$17.6M
|
+$349K
|
+5,668
|
+2%
|
|
|
10
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17M
|
+$15.9M
|
+257,986
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$1.72M
|
+27,932
|
+14%
|
|
|
12
|
Navellier & Associates
Reno,
Nevada
|
$12.8M
|
+$12M
|
+194,738
|
New
|
|
|
13
|
FundX Investment Group
San Francisco,
California
|
$11.6M
|
+$10.8M
|
+176,038
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$825K
|
-13,386
|
-8%
|
|
|
15
|
|
$7.83M
|
-$8.29M
|
-134,490
|
-53%
|
|
|
16
|
|
$6.69M
|
–
|
–
|
–
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$6.57M
|
-$6.16M
|
-99,960
|
-50%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.77M
|
+$78.4K
|
+1,272
|
+2%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$4.55M
|
+$238K
|
+3,854
|
+6%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.44M
|
+$9.37K
|
+152
|
+0.2%
|
|
|
21
|
Grimes & Company
Westborough,
Massachusetts
|
$4.34M
|
+$3.17M
|
+51,482
|
+350%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.08M
|
-$156K
|
-2,538
|
-4%
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$4M
|
-$56.7K
|
-920
|
-1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.59M
|
+$3.37M
|
+54,686
|
New
|
|
|
25
|
Everett Harris & Co
Los Angeles,
California
|
$3.16M
|
-$33.9K
|
-550
|
-1%
|
|
