|
1
|
AssetMark Inc
Concord,
California
|
$97.8M
|
+$45M
|
+1,245,800
|
+84%
|
|
|
2
|
|
$72.6M
|
+$5.21M
|
+144,212
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$42.3M
|
+$7.47M
|
+206,644
|
+21%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$36.9M
|
-$4.57M
|
-126,364
|
-11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$36.1M
|
-$1.52M
|
-42,180
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$29.5M
|
+$3.39M
|
+93,880
|
+13%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$241K
|
+6,668
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
+$290K
|
+8,032
|
+2%
|
|
|
9
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$12.3M
|
-$513K
|
-14,196
|
-4%
|
|
|
10
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.3M
|
-$222K
|
-6,132
|
-2%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$10.3M
|
+$4.1M
|
+113,552
|
+66%
|
|
|
12
|
|
$9.85M
|
–
|
–
|
–
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$8.78M
|
-$18.5K
|
-512
|
-0.2%
|
|
|
14
|
Lazard Asset Management
New York
|
$8.44M
|
-$2.99M
|
-82,860
|
-26%
|
|
|
15
|
SPC Financial Inc
Rockville,
Maryland
|
$7.97M
|
+$2.29M
|
+63,300
|
+40%
|
|
|
16
|
American International Group
New York
|
$7.51M
|
+$3M
|
+83,124
|
+66%
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.38M
|
-$101M
|
-2,781,712
|
-93%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$6.72M
|
-$550K
|
-15,212
|
-7%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.62M
|
+$594K
|
+16,432
|
+10%
|
|
|
20
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$6.34M
|
+$2.32M
|
+64,288
|
+57%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.86M
|
+$2.98M
|
+82,424
|
+155%
|
|
|
22
|
Bank of New York Mellon
New York
|
$4.64M
|
+$1.52M
|
+41,992
|
+48%
|
|
|
23
|
FolioMetrix
Omaha,
Nebraska
|
$4.57M
|
+$1.24M
|
+34,220
|
+33%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.48M
|
+$220K
|
+6,096
|
+5%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.05M
|
+$4.09M
|
+113,148
|
New
|
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