|
1
|
AssetMark Inc
Concord,
California
|
$95.1M
|
-$39K
|
-948
|
-0%
|
|
|
2
|
|
$80.2M
|
+$7.17M
|
+174,188
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.2M
|
+$2.34M
|
+56,808
|
+6%
|
|
|
4
|
Bank of New York Mellon
New York
|
$30.8M
|
-$853K
|
-20,728
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26.5M
|
+$3.09M
|
+75,140
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
+$582K
|
+14,148
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$57.6K
|
-1,400
|
-0.4%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$12.6M
|
+$12.6M
|
+306,416
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.1M
|
-$3.91M
|
-95,052
|
-24%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.9M
|
+$3.48M
|
+84,556
|
+54%
|
|
|
11
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$9.45M
|
+$94.7K
|
+2,300
|
+1%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$8.98M
|
-$3.56M
|
-86,360
|
-28%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.35M
|
-$222K
|
-5,396
|
-3%
|
|
|
14
|
Navellier & Associates
Reno,
Nevada
|
$6.06M
|
+$1.04M
|
+25,168
|
+21%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$5.66M
|
+$5.68M
|
+137,940
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.97M
|
+$4.99M
|
+121,204
|
+303,010%
|
|
|
17
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$4.27M
|
+$190K
|
+4,620
|
+5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.2M
|
+$3.91M
|
+94,860
|
+1,260%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.89M
|
-$3.91M
|
-94,912
|
-50%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$3.74M
|
+$992K
|
+24,092
|
+36%
|
|
|
21
|
Aviance Capital Management
Sarasota,
Florida
|
$3.43M
|
-$399K
|
-9,696
|
-10%
|
|
|
22
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3.07M
|
+$3.08M
|
+74,828
|
+155,892%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.8M
|
+$1.85M
|
+44,944
|
+193%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$2.7M
|
+$2.11M
|
+51,292
|
+355%
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.68M
|
+$2.69M
|
+65,380
|
New
|
|
