|
1
|
AssetMark Inc
Concord,
California
|
$65.7M
|
+$61.7M
|
+1,971,559
|
New
|
|
|
2
|
|
$61.2M
|
+$26.3M
|
+840,344
|
+84%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$58.4M
|
-$386K
|
-12,330
|
-0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$45M
|
+$695K
|
+22,199
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$39.7M
|
+$1.45M
|
+46,241
|
+4%
|
|
|
6
|
|
$28.4M
|
+$6.3M
|
+201,236
|
+31%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
+$16.9M
|
+539,666
|
+200%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$22.1M
|
+$20.7M
|
+662,449
|
New
|
|
|
9
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$20.2M
|
+$1.34M
|
+42,910
|
+8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$19.2M
|
+$698K
|
+22,297
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.1M
|
-$12M
|
-383,294
|
-51%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.1M
|
+$1.28M
|
+40,851
|
+14%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$10.8M
|
+$3.81M
|
+121,605
|
+59%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$10.4M
|
-$236K
|
-7,527
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.84M
|
-$5.41M
|
-172,995
|
-39%
|
|
|
16
|
Patriot Wealth Management
Houston,
Texas
|
$7.5M
|
+$158K
|
+5,062
|
+2%
|
|
|
17
|
Braver Wealth Management
Needham,
Massachusetts
|
$7.3M
|
+$6.86M
|
+219,339
|
New
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$6.68M
|
+$1.02M
|
+32,733
|
+19%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.51M
|
+$6.12M
|
+195,600
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.04M
|
-$139K
|
-4,447
|
-2%
|
|
|
21
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$5.66M
|
+$5.32M
|
+170,000
|
New
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$5.06M
|
-$5.87M
|
-187,535
|
-55%
|
|
|
23
|
|
$5.01M
|
-$11M
|
-350,000
|
-70%
|
|
|
24
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$4.34M
|
-$378K
|
-12,089
|
-8%
|
|
|
25
|
SG Americas Securities
New York
|
$3.89M
|
+$3.65M
|
+116,691
|
New
|
|
