|
1
|
AssetMark Inc
Concord,
California
|
$41.2M
|
+$41.7M
|
+1,124,896
|
New
|
|
|
2
|
|
$37.2M
|
+$1.94M
|
+52,494
|
+5%
|
|
|
3
|
|
$36M
|
-$42.9M
|
-1,156,830
|
-54%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.7M
|
-$457K
|
-12,334
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$19.3M
|
+522,118
|
+393%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$23.4M
|
+$23.7M
|
+639,476
|
New
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.6M
|
+$7.12M
|
+192,082
|
+93%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.4M
|
+$2.11M
|
+57,080
|
+17%
|
|
|
9
|
Schroder Investment Management Group
London,
United Kingdom
|
$13.8M
|
+$13.9M
|
+376,404
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$4.9M
|
+132,386
|
+58%
|
|
|
11
|
Dorsey Wright & Associates
Pasadena,
California
|
$12.8M
|
-$704K
|
-19,000
|
-5%
|
|
|
12
|
Arrow Investment Advisors
Laurel,
Maryland
|
$12.7M
|
-$704K
|
-19,000
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$2.81M
|
+75,806
|
+31%
|
|
|
14
|
|
$9.55M
|
-$1.42M
|
-38,350
|
-13%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$8.99M
|
+$9.09M
|
+245,250
|
New
|
|
|
16
|
Patten & Patten
Chattanooga,
Tennessee
|
$8.41M
|
-$365K
|
-9,850
|
-4%
|
|
|
17
|
|
$7.54M
|
+$7.49M
|
+202,268
|
+5,776%
|
|
|
18
|
Institute for Wealth Management
Denver,
Colorado
|
$7.13M
|
+$1.18M
|
+31,766
|
+20%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6.91M
|
+$1.71M
|
+46,084
|
+32%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$6.66M
|
-$8.62M
|
-232,750
|
-56%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.21M
|
+$5.02M
|
+135,570
|
+398%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5.58M
|
+$507K
|
+13,688
|
+10%
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.45M
|
+$240K
|
+6,472
|
+5%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.13M
|
–
|
–
|
–
|
|
|
25
|
SG Americas Securities
New York
|
$4.76M
|
+$1.99M
|
+53,704
|
+70%
|
|
