|
1
|
AssetMark Inc
Concord,
California
|
$1.17B
|
+$48.4M
|
+481,581
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$491M
|
+$21.6M
|
+214,937
|
+5%
|
|
|
3
|
|
$251M
|
+$9.08M
|
+90,301
|
+4%
|
|
|
4
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$183M
|
-$9.08M
|
-90,317
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$178M
|
+$7.77M
|
+77,246
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$174M
|
-$12.2M
|
-120,891
|
-7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$145M
|
-$13.6M
|
-134,801
|
-9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$80M
|
+$10.2M
|
+101,457
|
+15%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$66.3M
|
+$23.8M
|
+236,718
|
+58%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$60.7M
|
+$8.58M
|
+85,316
|
+17%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$56.4M
|
-$13.1M
|
-129,900
|
-19%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$54.8M
|
+$542K
|
+5,387
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.9M
|
+$1.02M
|
+10,121
|
+2%
|
|
|
14
|
Black Diamond Financial
Towson,
Maryland
|
$49.8M
|
+$1.46M
|
+14,506
|
+3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$48.5M
|
+$3.16M
|
+31,441
|
+7%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$45.5M
|
+$366K
|
+3,644
|
+0.8%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$43.7M
|
-$476K
|
-4,737
|
-1%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$40.9M
|
-$1.78M
|
-17,729
|
-4%
|
|
|
19
|
Silicon Valley Capital Partners
San Jose,
California
|
$33.6M
|
+$31M
|
+308,532
|
+1,664%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$30.8M
|
+$2.41M
|
+24,011
|
+9%
|
|
|
21
|
BSW Wealth Partners
Boulder,
Colorado
|
$28.6M
|
+$28M
|
+278,489
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.5M
|
+$3.13M
|
+31,156
|
+13%
|
|
|
23
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$27.4M
|
+$26.8M
|
+266,015
|
New
|
|
|
24
|
Blue Edge Capital
Richmond,
Virginia
|
$25.6M
|
+$2.1M
|
+20,837
|
+9%
|
|
|
25
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$25.1M
|
-$239K
|
-2,381
|
-1%
|
|
