|
1
|
AssetMark Inc
Concord,
California
|
$172M
|
+$174M
|
+6,933,445
|
+1,024,143%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$13M
|
+$12.3M
|
+490,159
|
+1,481%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$216K
|
+8,622
|
+2%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$8.92M
|
+$903K
|
+36,014
|
+11%
|
|
|
5
|
Beaumont Capital Management
Boston,
Massachusetts
|
$6.39M
|
+$2.76M
|
+110,051
|
+75%
|
|
|
6
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.21M
|
+$4.96M
|
+197,976
|
+1,641%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.83M
|
+$3.87M
|
+154,357
|
New
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.92M
|
-$40.7K
|
-1,623
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.54M
|
-$126K
|
-5,012
|
-5%
|
|
|
10
|
|
$2.01M
|
+$117K
|
+4,675
|
+6%
|
|
|
11
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.61M
|
+$1.62M
|
+64,590
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.36M
|
+$476K
|
+18,976
|
+53%
|
|
|
13
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.08M
|
+$52.7K
|
+2,104
|
+5%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$920K
|
+$3.91K
|
+156
|
+0.4%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$600K
|
-$14.8K
|
-591
|
-2%
|
|
|
16
|
WealthOne
Albany,
New York
|
$455K
|
+$460K
|
+18,353
|
New
|
|
|
17
|
Advisors Preferred
Rockville,
Maryland
|
$440K
|
+$22.2K
|
+887
|
+5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$430K
|
+$227K
|
+9,065
|
+110%
|
|
|
19
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$380K
|
-$2.88K
|
-115
|
-0.7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$371K
|
+$902
|
+36
|
+0.2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$370K
|
-$32.4K
|
-1,294
|
-8%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$307K
|
+$35.8K
|
+1,430
|
+13%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$257K
|
-$26.4K
|
-1,054
|
-9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189K
|
+$61.7K
|
+2,462
|
+47%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$101K
|
–
|
–
|
–
|
|
