|
1
|
|
$79.9M
|
+$39M
|
+1,011,182
|
+103%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$60M
|
+$14.4M
|
+373,000
|
+33%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.5M
|
-$3.79M
|
-98,406
|
-13%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$20.2M
|
+$9.97M
|
+258,936
|
+106%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19M
|
+$2.91M
|
+75,630
|
+19%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
+$1.15M
|
+29,754
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$1.02M
|
+26,530
|
+8%
|
|
|
8
|
Arrow Investment Advisors
Laurel,
Maryland
|
$13.5M
|
-$381K
|
-9,900
|
-3%
|
|
|
9
|
Dorsey Wright & Associates
Pasadena,
California
|
$13.4M
|
-$381K
|
-9,900
|
-3%
|
|
|
10
|
|
$12.7M
|
-$26.9M
|
-699,552
|
-69%
|
|
|
11
|
|
$11.6M
|
+$1.1M
|
+28,532
|
+11%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.2M
|
-$5.31M
|
-137,858
|
-35%
|
|
|
13
|
Patten & Patten
Chattanooga,
Tennessee
|
$9.28M
|
+$78.2K
|
+2,030
|
+0.9%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$9.28M
|
+$1.91M
|
+49,602
|
+27%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$9.16M
|
+$1.54M
|
+40,048
|
+21%
|
|
|
16
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$8.97M
|
+$3.89M
|
+101,110
|
+82%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$6.73M
|
+$1.59M
|
+41,394
|
+33%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.32M
|
-$454K
|
-11,798
|
-7%
|
|
|
19
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.88M
|
-$77.6K
|
-2,014
|
-1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.36M
|
-$20.1M
|
-521,240
|
-80%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.34M
|
+$423K
|
+10,980
|
+9%
|
|
|
22
|
SG Americas Securities
New York
|
$5.21M
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.94M
|
-$93.4K
|
-2,424
|
-2%
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.79M
|
-$1.27M
|
-32,942
|
-22%
|
|
|
25
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$4.5M
|
+$4.32M
|
+112,240
|
New
|
|
