|
1
|
|
$55.9M
|
-$9.13M
|
-124,685
|
-14%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$47M
|
+$46.4M
|
+633,401
|
New
|
|
|
3
|
|
$25.4M
|
+$25.1M
|
+342,502
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$23.9M
|
+$2.2M
|
+30,025
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$7.41M
|
-101,134
|
-34%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$7.04M
|
-$5.4M
|
-73,769
|
-44%
|
|
|
7
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.16M
|
-$128K
|
-1,741
|
-4%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.9M
|
+$525K
|
+7,168
|
+22%
|
|
|
9
|
Golden State Wealth Management
Santa Ana,
California
|
$2.84M
|
+$2.81M
|
+38,350
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.39M
|
-$70.1K
|
-957
|
-3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.27M
|
+$522K
|
+7,128
|
+30%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.12M
|
-$354K
|
-4,829
|
-14%
|
|
|
13
|
Occidental Asset Management
Burlingame,
California
|
$2.02M
|
-$162K
|
-2,206
|
-7%
|
|
|
14
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.83M
|
-$588K
|
-8,028
|
-24%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.7M
|
+$125K
|
+1,700
|
+8%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.56M
|
+$62.1K
|
+848
|
+4%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$1.55M
|
-$82.5K
|
-1,126
|
-5%
|
|
|
18
|
Foresight Wealth Management
Draper,
Utah
|
$1.49M
|
+$1.47M
|
+20,050
|
New
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.33M
|
+$10.7K
|
+146
|
+0.8%
|
|
|
20
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$1.3M
|
-$522K
|
-7,130
|
-29%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$1.28M
|
+$13.9K
|
+190
|
+1%
|
|
|
22
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.19M
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1M
|
-$120K
|
-1,634
|
-11%
|
|
|
24
|
Brasada Capital Management
Houston,
Texas
|
$990K
|
+$979K
|
+13,358
|
New
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$951K
|
-$139K
|
-1,892
|
-13%
|
|
