|
1
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
+$201M
|
+2,093,512
|
+140%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$196M
|
+$109M
|
+1,136,359
|
+125%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$61.6M
|
-$712K
|
-7,423
|
-1%
|
|
|
4
|
SimpliFi Inc
San Diego,
California
|
$33.3M
|
+$6.51M
|
+67,883
|
+24%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.6M
|
+$12.4M
|
+129,032
|
+64%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$1.78M
|
+18,526
|
+7%
|
|
|
7
|
Capital Advantage
Walnut Creek,
California
|
$25.6M
|
+$25.8M
|
+268,413
|
New
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19.8M
|
-$6.21M
|
-64,753
|
-24%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$5.58M
|
+58,113
|
+60%
|
|
|
10
|
Mirsky Financial Management
Rochester,
New York
|
$13.1M
|
+$233K
|
+2,424
|
+2%
|
|
|
11
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$11.9M
|
+$11.9M
|
+124,415
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.91M
|
+$5.32M
|
+55,452
|
+115%
|
|
|
13
|
Graypoint LLC
Albany,
New York
|
$9.16M
|
+$1.47M
|
+15,317
|
+19%
|
|
|
14
|
|
$8.8M
|
+$8.82M
|
+91,935
|
New
|
|
|
15
|
|
$6.89M
|
+$2.9M
|
+30,224
|
+72%
|
|
|
16
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$6.64M
|
+$459K
|
+4,783
|
+7%
|
|
|
17
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$6.6M
|
+$6.62M
|
+68,966
|
New
|
|
|
18
|
WJ Wealth Management
Glendale,
Arizona
|
$6.14M
|
+$638K
|
+6,655
|
+12%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$5.81M
|
+$549K
|
+5,723
|
+10%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$5.32M
|
-$3.55M
|
-36,971
|
-40%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$5.29M
|
+$2.66M
|
+27,720
|
+101%
|
|
|
22
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.22M
|
+$194K
|
+2,024
|
+5%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.21M
|
+$1.32M
|
+13,790
|
+46%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.99M
|
+$1.96M
|
+20,462
|
+97%
|
|
|
25
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.68M
|
+$2.12M
|
+22,106
|
+135%
|
|
