|
1
|
AssetMark Inc
Concord,
California
|
$74.1M
|
+$74.8M
|
+1,453,794
|
New
|
|
|
2
|
|
$31.7M
|
-$3.55M
|
-69,022
|
-10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
+$10.2M
|
+198,136
|
+49%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$11.3M
|
+220,164
|
+94%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.5M
|
-$276K
|
-5,370
|
-2%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$14.7M
|
-$242K
|
-4,710
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
-$34.8K
|
-676
|
-0.3%
|
|
|
8
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$9.28M
|
+$240K
|
+4,672
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.97M
|
+$2.67M
|
+51,824
|
+42%
|
|
|
10
|
Asset Advisors Corp
Augusta,
Georgia
|
$4.82M
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.95M
|
-$661K
|
-12,840
|
-14%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.51M
|
+$139K
|
+2,700
|
+4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.33M
|
+$98.6K
|
+1,916
|
+3%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$2.63M
|
+$68K
|
+1,322
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.56M
|
+$599K
|
+11,650
|
+30%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.39M
|
+$663K
|
+12,878
|
+38%
|
|
|
17
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$2.32M
|
-$7.72K
|
-150
|
-0.3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$2.2M
|
-$115K
|
-2,234
|
-5%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$1.83M
|
-$232K
|
-4,512
|
-11%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.8M
|
+$2.57K
|
+50
|
+0.1%
|
|
|
21
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.74M
|
-$62.5K
|
-1,214
|
-3%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$1.47M
|
-$175K
|
-3,406
|
-11%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
+$67.2K
|
+1,306
|
+5%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.36M
|
+$1.37M
|
+26,632
|
New
|
|
|
25
|
|
$1.3M
|
–
|
–
|
–
|
|
