|
1
|
AssetMark Inc
Concord,
California
|
$116M
|
+$112M
|
+1,722,570
|
+1,104,212%
|
|
|
2
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.1M
|
+$223K
|
+3,441
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.39M
|
+$7.82M
|
+120,530
|
+3,130%
|
|
|
4
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.19M
|
-$30K
|
-462
|
-0.4%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.65M
|
+$7.11M
|
+109,571
|
+2,897%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$7.01M
|
+$4.93K
|
+76
|
+0.1%
|
|
|
7
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.04M
|
+$184K
|
+2,836
|
+5%
|
|
|
8
|
|
$3.51M
|
-$504K
|
-7,773
|
-13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.46M
|
-$101K
|
-1,550
|
-3%
|
|
|
10
|
|
$3.38M
|
+$266K
|
+4,100
|
+9%
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.32M
|
+$3.19M
|
+49,224
|
New
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$2.04M
|
+$1.96M
|
+30,294
|
New
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.79M
|
+$1.72M
|
+26,589
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.66M
|
+$649
|
+10
|
+0%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
-$2.59M
|
-39,920
|
-63%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.57M
|
+$105K
|
+1,617
|
+7%
|
|
|
17
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.01M
|
+$969K
|
+14,936
|
New
|
|
|
18
|
InterOcean Capital
Chicago,
Illinois
|
$991K
|
-$37.6K
|
-579
|
-4%
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$826K
|
-$29.6K
|
-457
|
-4%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$735K
|
+$584
|
+9
|
+0.1%
|
|
|
21
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$698K
|
-$37.6K
|
-579
|
-5%
|
|
|
22
|
|
$648K
|
-$4.66M
|
-71,826
|
-88%
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$594K
|
+$298K
|
+4,600
|
+110%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$590K
|
-$37K
|
-571
|
-6%
|
|
|
25
|
Barber Financial Group
Lenexa,
Kansas
|
$536K
|
+$515K
|
+7,947
|
New
|
|
