|
1
|
AssetMark Inc
Concord,
California
|
$156M
|
+$155M
|
+2,930,200
|
New
|
|
|
2
|
|
$55M
|
+$8.1M
|
+153,270
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.5M
|
-$1.42M
|
-26,920
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.6M
|
+$16.5M
|
+312,235
|
+119%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25M
|
-$3.44M
|
-65,160
|
-12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
-$2.54M
|
-48,015
|
-11%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.3M
|
+$11.8M
|
+223,120
|
+186%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.7M
|
+$31.7K
|
+600
|
+0.2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.9M
|
+$339K
|
+6,420
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$445K
|
-8,425
|
-3%
|
|
|
11
|
|
$12.9M
|
+$13.2K
|
+250
|
+0.1%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$12.5M
|
+$828K
|
+15,670
|
+7%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.61M
|
+$4.97M
|
+94,065
|
+109%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.77M
|
-$540K
|
-10,215
|
-6%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$8.24M
|
+$4.19M
|
+79,345
|
+105%
|
|
|
16
|
Barclays
London,
United Kingdom
|
$7.87M
|
+$7.8M
|
+147,660
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$7.11M
|
-$1.52M
|
-28,810
|
-18%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$6.1M
|
–
|
–
|
–
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.88M
|
-$167K
|
-3,170
|
-3%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.74M
|
+$217K
|
+4,110
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.57M
|
-$5.28M
|
-99,895
|
-49%
|
|
|
22
|
Rothschild Capital Partners
New York
|
$5.38M
|
+$5.34M
|
+100,995
|
New
|
|
|
23
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$5.2M
|
+$478K
|
+9,050
|
+10%
|
|
|
24
|
Martin & Co
Knoxville,
Tennessee
|
$4.91M
|
-$310K
|
-5,870
|
-6%
|
|
|
25
|
Murphy Capital Management
Bedminster,
New Jersey
|
$4.85M
|
-$41.5K
|
-785
|
-0.9%
|
|
