|
1
|
|
$122M
|
+$12M
|
+242,212
|
+11%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$62.6M
|
+$62M
|
+1,248,516
|
+14,668%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
+$3.74M
|
+75,176
|
+14%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$26M
|
+$25.9M
|
+521,752
|
New
|
|
|
5
|
|
$23M
|
+$1.33M
|
+26,822
|
+6%
|
|
|
6
|
|
$14.1M
|
+$14.1M
|
+284,082
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$13.6M
|
+273,280
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$552K
|
+11,108
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$11.8M
|
+237,260
|
+26,480%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.65M
|
+$709K
|
+14,270
|
+10%
|
|
|
11
|
Oppenheimer & Co
New York
|
$7.18M
|
+$39.9K
|
+802
|
+0.6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.7M
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.64M
|
-$887K
|
-17,854
|
-14%
|
|
|
14
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.41M
|
+$428K
|
+8,620
|
+38%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.84M
|
-$71.2K
|
-1,432
|
-1%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.43M
|
-$147K
|
-2,960
|
-3%
|
|
|
17
|
HT Partners
Centerbrook,
Connecticut
|
$4.29M
|
+$4.28M
|
+86,104
|
New
|
|
|
18
|
Placemark Investments
Chicago,
Illinois
|
$3.63M
|
+$1.11M
|
+22,436
|
+44%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$3.6M
|
+$3.59M
|
+72,346
|
New
|
|
|
20
|
|
$3.58M
|
-$52.9K
|
-1,064
|
-1%
|
|
|
21
|
Americafirst Capital Management
Roseville,
California
|
$2.65M
|
+$2.65M
|
+53,332
|
New
|
|
|
22
|
FolioMetrix
Omaha,
Nebraska
|
$2.5M
|
+$2.52M
|
+50,664
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.2M
|
+$1.25M
|
+25,152
|
+132%
|
|
|
24
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2M
|
+$204K
|
+4,102
|
+12%
|
|
|
25
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.92M
|
+$209K
|
+4,216
|
+12%
|
|
