|
1
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
+$111M
|
+1,184,372
|
+720%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$70M
|
+$68.5M
|
+732,447
|
New
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$45.3M
|
-$15.6M
|
-166,560
|
-26%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.6M
|
+$9.15M
|
+97,857
|
+33%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$3.43M
|
+36,692
|
+27%
|
|
|
6
|
Harborview Advisors
Portland,
Maine
|
$10.6M
|
+$3.24M
|
+34,589
|
+45%
|
|
|
7
|
|
$10.2M
|
+$9.99M
|
+106,849
|
+29,035%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.12M
|
+$4.02M
|
+42,997
|
+136%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.53M
|
+$5.52M
|
+59,027
|
+637%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.34M
|
-$12.6M
|
-134,564
|
-67%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.65M
|
+$2.34M
|
+25,004
|
+105%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.06M
|
+$297K
|
+3,180
|
+8%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$3.94M
|
+$3.86M
|
+41,244
|
New
|
|
|
14
|
Leo Brokerage
Hurst,
Texas
|
$3.92M
|
+$3.84M
|
+41,053
|
New
|
|
|
15
|
|
$3.66M
|
-$466K
|
-4,983
|
-12%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$3.56M
|
+$3.48M
|
+37,210
|
New
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.39M
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.77M
|
+$54.3K
|
+580
|
+2%
|
|
|
19
|
Park Avenue Securities
New York
|
$2.1M
|
+$1.54M
|
+16,506
|
+300%
|
|
|
20
|
|
$2.06M
|
+$2.02M
|
+21,543
|
New
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.01M
|
+$1.97M
|
+21,085
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.67M
|
+17,823
|
New
|
|
|
23
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.44M
|
+$1.4M
|
+15,017
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.42M
|
+$631K
|
+6,748
|
+83%
|
|
|
25
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.24M
|
+$126K
|
+1,348
|
+12%
|
|
