|
1
|
|
$1.26B
|
+$19.8M
|
+383,850
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$66.5M
|
+$63.5M
|
+1,232,710
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.7M
|
+$5.25M
|
+101,887
|
+15%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.1M
|
-$1.46M
|
-28,272
|
-4%
|
|
|
5
|
|
$23.7M
|
+$363K
|
+7,053
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$22.4M
|
-$178K
|
-3,449
|
-0.8%
|
|
|
7
|
|
$20.6M
|
+$403K
|
+7,833
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
-$3.17M
|
-61,465
|
-18%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.1M
|
+$12.2M
|
+236,935
|
+3,764%
|
|
|
10
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$10.5M
|
-$51.8K
|
-1,005
|
-0.5%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.52M
|
-$366K
|
-7,106
|
-4%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.58M
|
+$123K
|
+2,382
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.19M
|
+$84K
|
+1,631
|
+1%
|
|
|
14
|
Systelligence LLC
Bloomington,
Minnesota
|
$6.98M
|
+$6.67M
|
+129,455
|
New
|
|
|
15
|
Fluent Financial
Dallas,
Texas
|
$6.62M
|
+$1.25M
|
+24,296
|
+25%
|
|
|
16
|
Crumly & Associates
Springfield,
Illinois
|
$4.98M
|
+$4.76M
|
+92,396
|
New
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.86M
|
-$40.7K
|
-790
|
-0.9%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.38M
|
+$456K
|
+8,848
|
+12%
|
|
|
19
|
IEQ Capital
Foster City,
California
|
$3.77M
|
+$3.6M
|
+69,884
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.7M
|
+$1.5M
|
+29,110
|
+74%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.67M
|
+$2.22M
|
+43,110
|
+173%
|
|
|
22
|
180 Wealth Advisors
Federal Way,
Washington
|
$3.25M
|
+$57.3K
|
+1,113
|
+2%
|
|
|
23
|
|
$3.24M
|
-$776K
|
-15,071
|
-20%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.11M
|
+$257K
|
+4,993
|
+9%
|
|
|
25
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.79M
|
–
|
–
|
–
|
|
