|
1
|
AssetMark Inc
Concord,
California
|
$73.8M
|
+$74.9M
|
+1,608,822
|
New
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.7M
|
-$1.63M
|
-35,083
|
-5%
|
|
|
3
|
|
$20.9M
|
-$32K
|
-688
|
-0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$842K
|
-18,083
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$2.11M
|
+45,242
|
+20%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.7M
|
-$5.78M
|
-124,153
|
-50%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.57M
|
+$676K
|
+14,512
|
+8%
|
|
|
8
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.56M
|
+$9.4K
|
+202
|
+0.2%
|
|
|
9
|
|
$4.76M
|
+$343K
|
+7,375
|
+8%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.43M
|
-$82.2K
|
-1,765
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.72M
|
+$195K
|
+4,184
|
+5%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.51M
|
+$3.57M
|
+76,621
|
New
|
|
|
13
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.93M
|
-$93
|
-2
|
-0%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.88M
|
-$1.68M
|
-36,114
|
-37%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.67M
|
-$112K
|
-2,403
|
-4%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.44M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$122K
|
+2,620
|
+6%
|
|
|
18
|
|
$1.97M
|
-$584K
|
-12,541
|
-23%
|
|
|
19
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.96M
|
–
|
–
|
–
|
|
|
20
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.75M
|
+$54.8K
|
+1,178
|
+3%
|
|
|
21
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.67M
|
+$421K
|
+9,050
|
+33%
|
|
|
22
|
BigSur Wealth Management
Miami,
Florida
|
$1.5M
|
-$186K
|
-4,000
|
-11%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.48M
|
+$48.5K
|
+1,042
|
+3%
|
|
|
24
|
GFS Advisors
Houston,
Texas
|
$1.33M
|
–
|
–
|
–
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$1.23M
|
–
|
–
|
–
|
|
