|
1
|
AssetMark Inc
Concord,
California
|
$48.5M
|
+$48.7M
|
+2,070,104
|
+571,852%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
+$22.2M
|
+944,020
|
New
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$15.3M
|
+$1.37M
|
+58,368
|
+10%
|
|
|
4
|
BB&T Securities
Richmond,
Virginia
|
$6.67M
|
+$760K
|
+32,316
|
+13%
|
|
|
5
|
|
$6.18M
|
-$203K
|
-8,611
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.02M
|
-$709K
|
-30,122
|
-12%
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.8M
|
+$466K
|
+19,803
|
+11%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.11M
|
+$1.56M
|
+66,400
|
+100%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.4M
|
+$960K
|
+40,805
|
+66%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.14M
|
+$882K
|
+37,510
|
+333%
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$474K
|
-$87K
|
-3,700
|
-15%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$448K
|
+$159K
|
+6,759
|
+55%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$378K
|
+$33.2K
|
+1,411
|
+10%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$351K
|
+$19.1K
|
+813
|
+6%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$305K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$284K
|
-$210K
|
-8,910
|
-42%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$282K
|
+$283K
|
+12,039
|
New
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$257K
|
+$258K
|
+10,953
|
New
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$253K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$90K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62K
|
+$2.89K
|
+123
|
+5%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
+$47.7K
|
+2,029
|
New
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$34K
|
+$34.2K
|
+1,453
|
New
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
25
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$2K
|
+$2.14K
|
+91
|
New
|
|
