|
1
|
AssetMark Inc
Concord,
California
|
$90.2M
|
+$90.1M
|
+4,924,848
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
+$128K
|
+6,978
|
+0.3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.5M
|
-$655K
|
-35,814
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
+$289K
|
+15,822
|
+2%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$16.8M
|
+$1.49M
|
+81,720
|
+10%
|
|
|
6
|
|
$15M
|
+$2.53M
|
+138,450
|
+20%
|
|
|
7
|
|
$13.6M
|
+$16.5K
|
+900
|
+0.1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$31.3K
|
-1,710
|
-0.2%
|
|
|
9
|
Patten & Patten
Chattanooga,
Tennessee
|
$9.81M
|
-$3.84K
|
-210
|
-0%
|
|
|
10
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$8.66M
|
+$3.2M
|
+174,732
|
+59%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.66M
|
–
|
–
|
–
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.48M
|
+$2.23M
|
+121,692
|
+52%
|
|
|
13
|
SOL Capital Management
Rockville,
Maryland
|
$6.38M
|
+$324K
|
+17,700
|
+5%
|
|
|
14
|
|
$5.71M
|
+$4.11M
|
+224,436
|
+257%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.91M
|
+$4.07M
|
+222,576
|
+488%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.72M
|
+$2.23M
|
+121,812
|
+149%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
-$45.5K
|
-2,490
|
-1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.3M
|
-$137K
|
-7,500
|
-4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.28M
|
+$3.28M
|
+179,112
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.24M
|
+$598K
|
+32,682
|
+23%
|
|
|
21
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.24M
|
-$293K
|
-16,020
|
-8%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.17M
|
+$3.17M
|
+173,238
|
New
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$2.77M
|
+$439K
|
+23,976
|
+21%
|
|
|
24
|
Xponance
Philadelphia,
Pennsylvania
|
$2.72M
|
-$630K
|
-34,464
|
-19%
|
|
|
25
|
SG Americas Securities
New York
|
$2.33M
|
+$1.65M
|
+90,000
|
+243%
|
|
