|
1
|
AssetMark Inc
Concord,
California
|
$107M
|
+$48.5M
|
+705,508
|
+78%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$35.7M
|
-$78.8K
|
-1,146
|
-0.2%
|
|
|
3
|
|
$24M
|
-$2.17M
|
-31,556
|
-8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
-$150K
|
-2,178
|
-0.9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
+$568K
|
+8,264
|
+4%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$13.5M
|
-$923K
|
-13,428
|
-6%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.2M
|
-$3.65M
|
-53,134
|
-26%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.1M
|
-$1.37M
|
-19,942
|
-12%
|
|
|
9
|
|
$6.88M
|
-$1.11M
|
-16,102
|
-13%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.45M
|
+$431K
|
+6,262
|
+8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.32M
|
-$261K
|
-3,794
|
-5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.9M
|
-$4.47M
|
-65,038
|
-47%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.87M
|
-$6.16M
|
-89,562
|
-55%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.36M
|
+$1.15M
|
+16,722
|
+34%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$4.04M
|
-$1.39M
|
-20,154
|
-25%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4M
|
-$31.1K
|
-452
|
-0.7%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.22M
|
+$2.08M
|
+30,188
|
+165%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.15M
|
-$1.34M
|
-19,448
|
-29%
|
|
|
19
|
Cavalier Investments
Alpharetta,
Georgia
|
$3.13M
|
+$3.23M
|
+47,036
|
New
|
|
|
20
|
Everett Harris & Co
Los Angeles,
California
|
$2.56M
|
-$65.3K
|
-950
|
-2%
|
|
|
21
|
Navellier & Associates
Reno,
Nevada
|
$2.39M
|
-$1.32M
|
-19,220
|
-35%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.36M
|
-$452K
|
-6,568
|
-16%
|
|
|
23
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$2.26M
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.18M
|
-$3.37M
|
-48,962
|
-60%
|
|
|
25
|
Dowling & Yahnke
San Diego,
California
|
$2.1M
|
-$10.3K
|
-150
|
-0.5%
|
|
