|
1
|
|
$1.09B
|
-$11.4M
|
-250,808
|
-1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$75.3M
|
+$72.1M
|
+1,584,076
|
+971,826%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$4.94M
|
+108,593
|
+18%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.1M
|
-$572K
|
-12,557
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
+$7.01M
|
+154,078
|
+42%
|
|
|
6
|
|
$22.5M
|
-$4.28M
|
-93,927
|
-17%
|
|
|
7
|
|
$14M
|
+$5.18M
|
+113,779
|
+63%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$2.13M
|
-46,815
|
-15%
|
|
|
9
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.37M
|
-$2.56M
|
-56,172
|
-22%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.52M
|
+$1.83M
|
+40,175
|
+41%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.47M
|
-$50.1K
|
-1,100
|
-0.8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.17M
|
+$4.02M
|
+88,289
|
+212%
|
|
|
13
|
Fluent Financial
Dallas,
Texas
|
$5.78M
|
+$79.3K
|
+1,743
|
+1%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.43M
|
–
|
–
|
–
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.67M
|
+$262K
|
+5,750
|
+6%
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.82M
|
-$241K
|
-5,304
|
-8%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.72M
|
+$2.38M
|
+52,306
|
+1,059%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.66M
|
-$865K
|
-18,999
|
-25%
|
|
|
19
|
|
$2.63M
|
+$2.52M
|
+55,295
|
New
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$2.5M
|
+$18.3K
|
+402
|
+0.8%
|
|
|
21
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.46M
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.39M
|
-$264K
|
-5,804
|
-10%
|
|
|
23
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$2.24M
|
+$68.3K
|
+1,500
|
+3%
|
|
|
24
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.09M
|
+$949K
|
+20,855
|
+93%
|
|
|
25
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.84M
|
+$34.5K
|
+757
|
+2%
|
|
