|
1
|
AssetMark Inc
Concord,
California
|
$45.8M
|
+$44.4M
|
+746,375
|
New
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$15.6M
|
+$300K
|
+5,042
|
+2%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$6.77M
|
+$138K
|
+2,317
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
-$907K
|
-15,251
|
-12%
|
|
|
5
|
Veritable
Wilmington,
Delaware
|
$5.56M
|
-$82K
|
-1,378
|
-1%
|
|
|
6
|
|
$5.3M
|
+$4.06M
|
+68,202
|
+377%
|
|
|
7
|
|
$5.04M
|
–
|
–
|
–
|
|
|
8
|
|
$5.03M
|
-$782K
|
-13,139
|
-14%
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.67M
|
-$753K
|
-12,654
|
-14%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.16M
|
+$3.94M
|
+66,173
|
+4,015%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
-$3.31M
|
-55,702
|
-50%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.1M
|
+$3M
|
+50,458
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.7M
|
+$2.13M
|
+35,809
|
+437%
|
|
|
14
|
|
$2.4M
|
+$2.28M
|
+38,339
|
+5,119%
|
|
|
15
|
1 North Wealth Services
Annapolis,
Maryland
|
$2.37M
|
-$3.39K
|
-57
|
-0.1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.25M
|
-$211K
|
-3,550
|
-9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$6.42K
|
+108
|
+0.4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$507K
|
+8,517
|
+98%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$997K
|
-$15.9K
|
-268
|
-2%
|
|
|
20
|
Corrado Advisors
Ramsey,
New Jersey
|
$979K
|
+$11.1K
|
+186
|
+1%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$846K
|
+$119K
|
+1,996
|
+17%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$743K
|
-$94K
|
-1,580
|
-12%
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$645K
|
+$625K
|
+10,500
|
New
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$473K
|
–
|
–
|
–
|
|
|
25
|
Meridian Investment Counsel
Lafayette,
California
|
$460K
|
-$14.9K
|
-250
|
-3%
|
|
