|
1
|
|
$39.9M
|
+$14.7M
|
+196,850
|
+60%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$3.58M
|
+$1.76M
|
+23,461
|
+100%
|
|
|
3
|
Guggenheim Capital
Chicago,
Illinois
|
$3.39M
|
+$92.8K
|
+1,239
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3M
|
-$78.6K
|
-1,050
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.94M
|
+$942K
|
+12,577
|
+48%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.93M
|
+$2.05M
|
+27,416
|
+248%
|
|
|
7
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.24M
|
+$536K
|
+7,162
|
+32%
|
|
|
8
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.3M
|
+$856K
|
+11,434
|
+204%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$991K
|
+$732K
|
+9,771
|
+303%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$966K
|
+$317K
|
+4,238
|
+50%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$815K
|
-$37.9K
|
-506
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$415K
|
-$404K
|
-5,392
|
-50%
|
|
|
13
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$393K
|
+$386K
|
+5,155
|
New
|
|
|
14
|
Endurance Wealth Management
Providence,
Rhode Island
|
$255K
|
-$3.67K
|
-49
|
-1%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
16
|
BOK Financial Private Wealth
Denver,
Colorado
|
$214K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$169K
|
+$66.1K
|
+882
|
+66%
|
|
|
18
|
Hefty Wealth Partners
Auburn,
Indiana
|
$74K
|
-$1.74M
|
-23,174
|
-96%
|
|
|
19
|
|
$50K
|
+$49.6K
|
+662
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$38K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26K
|
+$10.6K
|
+142
|
+72%
|
|
|
22
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$15K
|
+$14.8K
|
+198
|
New
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.27M
|
-43,995
|
Closed
|
|
|
25
|
|
–
|
-$1.18M
|
-15,827
|
Closed
|
|
