|
1
|
AssetMark Inc
Concord,
California
|
$96.5M
|
+$96.4M
|
+3,874,710
|
+822,656%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
-$2.15M
|
-86,422
|
-10%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.1M
|
-$2.5M
|
-100,390
|
-20%
|
|
|
4
|
|
$8.16M
|
+$226K
|
+9,069
|
+3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.41M
|
+$7.4M
|
+297,519
|
New
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.02M
|
+$431K
|
+17,314
|
+8%
|
|
|
7
|
|
$5.14M
|
+$5.14M
|
+206,573
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.96M
|
-$3.55M
|
-142,914
|
-47%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.1M
|
–
|
–
|
–
|
|
|
10
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.83M
|
+$2.82M
|
+113,474
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.58M
|
+$1.25M
|
+50,415
|
+382%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$844K
|
+$843K
|
+33,876
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$741K
|
+$342K
|
+13,767
|
+86%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$705K
|
-$20.3K
|
-815
|
-3%
|
|
|
15
|
Hilltop Holdings
Dallas,
Texas
|
$631K
|
+$630K
|
+25,342
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$350K
|
-$37.4K
|
-1,502
|
-10%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$313K
|
+$8.06K
|
+324
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$285K
|
+$152K
|
+6,116
|
+115%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$283K
|
-$14.4K
|
-579
|
-5%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$242K
|
–
|
–
|
–
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$223K
|
+$222K
|
+8,943
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$218K
|
+$217K
|
+8,739
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$197K
|
-$44.4K
|
-1,786
|
-18%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$141K
|
-$995
|
-40
|
-0.7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$115K
|
-$205K
|
-8,251
|
-64%
|
|
