|
1
|
AssetMark Inc
Concord,
California
|
$73.3M
|
-$40.6M
|
-1,339,143
|
-35%
|
|
|
2
|
|
$52M
|
+$2M
|
+65,952
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
+$6.93M
|
+228,471
|
+16%
|
|
|
4
|
|
$48.7M
|
+$4.93M
|
+162,462
|
+11%
|
|
|
5
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$25M
|
+$25.3M
|
+834,672
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$3.49M
|
+115,053
|
+17%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
-$109K
|
-3,597
|
-0.6%
|
|
|
8
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$17M
|
+$17.2M
|
+565,500
|
New
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$13.2M
|
+$7.19M
|
+236,952
|
+117%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$4.29M
|
+141,459
|
+64%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.79M
|
+$530K
|
+17,454
|
+6%
|
|
|
12
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$9.29M
|
+$168K
|
+5,547
|
+2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$8.02M
|
+$1.57M
|
+51,654
|
+24%
|
|
|
14
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$6.1M
|
+$6.17M
|
+203,445
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$5.62M
|
-$3.72M
|
-122,610
|
-40%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.49M
|
+$223K
|
+7,347
|
+4%
|
|
|
17
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$5.1M
|
+$89.3K
|
+2,943
|
+2%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.34M
|
+$752K
|
+24,768
|
+21%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.92M
|
-$511K
|
-16,845
|
-11%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$3.12M
|
-$20.6K
|
-678
|
-0.6%
|
|
|
21
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$2.59M
|
-$38.2K
|
-1,260
|
-1%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.58M
|
+$2.61M
|
+86,121
|
New
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$2.38M
|
+$836K
|
+27,531
|
+53%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.21M
|
+$12.9K
|
+426
|
+0.6%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.13M
|
+$477K
|
+15,714
|
+28%
|
|
