|
1
|
|
$305M
|
+$294M
|
+6,937,106
|
+40,806,506%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$86.2M
|
+$10.2M
|
+240,859
|
+14%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$44.5M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
+$9.57M
|
+225,722
|
+35%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$33.1M
|
+$330K
|
+7,781
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
-$767K
|
-18,111
|
-2%
|
|
|
7
|
|
$29M
|
+$5.89M
|
+138,930
|
+27%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$25.9M
|
+$4.88M
|
+115,262
|
+24%
|
|
|
9
|
Consolidated Investment Group
Englewood,
Colorado
|
$24.9M
|
–
|
–
|
–
|
|
|
10
|
Mutual of America Capital Management
New York
|
$17.3M
|
–
|
–
|
–
|
|
|
11
|
Venturi Wealth Management
Austin,
Texas
|
$15M
|
+$7.52M
|
+177,430
|
+108%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14.3M
|
-$170K
|
-4,011
|
-1%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$13.9M
|
+$1.64M
|
+38,813
|
+14%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$13.7M
|
-$6.93M
|
-163,527
|
-34%
|
|
|
15
|
Israel Discount Bank of New York
New York
|
$11.9M
|
+$5.4M
|
+127,326
|
+89%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.4M
|
-$2.89M
|
-68,126
|
-21%
|
|
|
17
|
Lazard Asset Management
New York
|
$10.8M
|
+$10.4M
|
+245,015
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
+$6.01M
|
+141,737
|
+141%
|
|
|
19
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$9.48M
|
+$3.59M
|
+84,812
|
+65%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.18M
|
+$431K
|
+10,162
|
+7%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.46M
|
+$6.23M
|
+146,962
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.77M
|
+$2M
|
+47,291
|
+56%
|
|
|
23
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$4.77M
|
+$1.26M
|
+29,642
|
+38%
|
|
|
24
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.54M
|
-$115K
|
-2,721
|
-3%
|
|
|
25
|
WestEnd Advisors
Charlotte,
North Carolina
|
$4.39M
|
+$1.18M
|
+27,828
|
+39%
|
|
