|
1
|
|
$163M
|
+$29.8M
|
+567,744
|
+23%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$136M
|
+$66.7M
|
+1,272,926
|
+101%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$81.9M
|
+$52.3M
|
+998,290
|
+191%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
-$751K
|
-14,330
|
-2%
|
|
|
5
|
|
$20.4M
|
-$4.39M
|
-83,676
|
-18%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$951K
|
+18,138
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$2.84M
|
-54,234
|
-20%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$2.29M
|
-43,730
|
-18%
|
|
|
9
|
|
$8.64M
|
-$6.49M
|
-123,822
|
-44%
|
|
|
10
|
Oppenheimer & Co
New York
|
$7.33M
|
-$438K
|
-8,352
|
-6%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.86M
|
+$736K
|
+14,036
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.97M
|
-$163K
|
-3,106
|
-3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.42M
|
-$2.79M
|
-53,138
|
-35%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.14M
|
-$98.3K
|
-1,876
|
-2%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$5.14M
|
+$1.21M
|
+23,050
|
+32%
|
|
|
16
|
HT Partners
Centerbrook,
Connecticut
|
$4.14M
|
-$455K
|
-8,676
|
-10%
|
|
|
17
|
|
$3.88M
|
+$8.91K
|
+170
|
+0.2%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.82M
|
+$3.71M
|
+70,828
|
New
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.51M
|
-$1.26M
|
-24,000
|
-27%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.15M
|
+$1.3M
|
+24,726
|
+73%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.61M
|
+$219K
|
+4,172
|
+9%
|
|
|
22
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2.49M
|
+$399K
|
+7,618
|
+20%
|
|
|
23
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.48M
|
+$932K
|
+17,784
|
+63%
|
|
|
24
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.36M
|
+$184K
|
+3,510
|
+9%
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.78M
|
+$189K
|
+3,600
|
+12%
|
|
