|
1
|
AssetMark Inc
Concord,
California
|
$116M
|
+$53.6M
|
+1,341,956
|
+90%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$83.4M
|
+2,086,292
|
+304%
|
|
|
3
|
|
$66.4M
|
-$14.8M
|
-371,014
|
-19%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$50.3M
|
+$29M
|
+726,638
|
+144%
|
|
|
5
|
|
$29.4M
|
+$17.1M
|
+428,896
|
+148%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24.6M
|
+$5.11M
|
+127,892
|
+27%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$16.5M
|
+$6.96M
|
+174,290
|
+76%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$635K
|
+15,882
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
-$3.36M
|
-84,178
|
-22%
|
|
|
10
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$11.7M
|
+$2.54M
|
+63,478
|
+28%
|
|
|
11
|
Aviance Capital Management
Sarasota,
Florida
|
$11.7M
|
+$11.4M
|
+286,154
|
+83,184%
|
|
|
12
|
|
$11.3M
|
-$1.6M
|
-40,034
|
-13%
|
|
|
13
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$10.8M
|
+$6.07M
|
+151,904
|
+135%
|
|
|
14
|
Patten & Patten
Chattanooga,
Tennessee
|
$9.42M
|
-$38.8K
|
-970
|
-0.4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.41M
|
+$3.86M
|
+96,604
|
+72%
|
|
|
16
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$7.52M
|
+$7.35M
|
+184,000
|
New
|
|
|
17
|
Cumberland Advisors
Sarasota,
Florida
|
$7.49M
|
+$7.32M
|
+183,110
|
New
|
|
|
18
|
Barclays
London,
United Kingdom
|
$7.18M
|
+$358K
|
+8,952
|
+5%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.76M
|
-$3.58M
|
-89,686
|
-35%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.38M
|
+$2.4M
|
+60,000
|
+63%
|
|
|
21
|
SG Americas Securities
New York
|
$6.36M
|
+$1.03M
|
+25,776
|
+20%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.27M
|
-$175K
|
-4,384
|
-3%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5.24M
|
+$353K
|
+8,842
|
+7%
|
|
|
24
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.95M
|
-$1.02M
|
-25,618
|
-17%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.83M
|
-$204K
|
-5,104
|
-4%
|
|
