|
1
|
AssetMark Inc
Concord,
California
|
$60M
|
+$60.7M
|
+903,100
|
+550,671%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$35.8M
|
-$21.5K
|
-320
|
-0.1%
|
|
|
3
|
|
$26.1M
|
+$1.44M
|
+21,476
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
-$3.38M
|
-50,230
|
-17%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$14.4M
|
-$3.47M
|
-51,670
|
-19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$4.33M
|
-64,376
|
-23%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$13.8M
|
-$3.16M
|
-47,018
|
-19%
|
|
|
8
|
Piershale Financial Group
Barrington,
Illinois
|
$11.7M
|
+$11.8M
|
+175,662
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$398K
|
+5,922
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$5.03M
|
-74,870
|
-31%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.22M
|
-$1.14M
|
-16,940
|
-11%
|
|
|
12
|
|
$7.96M
|
+$1.01M
|
+15,036
|
+14%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.81M
|
+$1.97M
|
+29,324
|
+40%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.63M
|
+$4.91M
|
+73,028
|
+626%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.57M
|
+$370K
|
+5,504
|
+7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.44M
|
-$120K
|
-1,790
|
-2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.38M
|
+$744K
|
+11,062
|
+16%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$5.38M
|
+$819K
|
+12,184
|
+18%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.04M
|
+$355K
|
+5,282
|
+7%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.61M
|
-$821K
|
-12,214
|
-15%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.44M
|
+$1.12M
|
+16,668
|
+33%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.04M
|
-$127K
|
-1,888
|
-3%
|
|
|
23
|
Navellier & Associates
Reno,
Nevada
|
$3.67M
|
+$3.71M
|
+55,184
|
New
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$3.58M
|
+$3.62M
|
+53,814
|
New
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
$3.52M
|
+$731K
|
+10,864
|
+26%
|
|
