|
1
|
AssetMark Inc
Concord,
California
|
$102M
|
-$12.5M
|
-346,176
|
-11%
|
|
|
2
|
|
$65.6M
|
-$4.12M
|
-114,288
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$37.5M
|
-$4.37M
|
-121,064
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.2M
|
-$5.99M
|
-166,088
|
-16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$21.8M
|
-$2.93M
|
-81,148
|
-12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$5.44M
|
+150,748
|
+47%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
+$875K
|
+24,244
|
+6%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$10.1M
|
+$9.36M
|
+259,496
|
+1,136%
|
|
|
9
|
SPC Financial Inc
Rockville,
Maryland
|
$9.97M
|
-$396K
|
-10,968
|
-4%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$8.97M
|
+$385K
|
+10,668
|
+4%
|
|
|
11
|
|
$8.93M
|
+$5.74M
|
+159,136
|
+177%
|
|
|
12
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$8.91M
|
-$297K
|
-8,240
|
-3%
|
|
|
13
|
|
$7.76M
|
-$2.05M
|
-56,792
|
-21%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$6.48M
|
+$6.53M
|
+180,872
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.18M
|
+$289K
|
+8,000
|
+5%
|
|
|
16
|
SG Americas Securities
New York
|
$5.92M
|
+$5.69M
|
+157,784
|
+2,126%
|
|
|
17
|
|
$5.92M
|
+$5.96M
|
+165,204
|
New
|
|
|
18
|
Bank of New York Mellon
New York
|
$5.8M
|
+$945K
|
+26,192
|
+19%
|
|
|
19
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$5.04M
|
+$286K
|
+7,936
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5M
|
-$17.7M
|
-491,836
|
-78%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$4.54M
|
-$754K
|
-20,900
|
-14%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.4M
|
-$3.38M
|
-93,788
|
-50%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.95M
|
+$1.49M
|
+41,184
|
+100%
|
|
|
24
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$2.85M
|
+$17K
|
+472
|
+0.6%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.51M
|
-$356K
|
-9,880
|
-12%
|
|
