|
1
|
AssetMark Inc
Concord,
California
|
$12.5M
|
-$60M
|
-2,798,725
|
-82%
|
|
|
2
|
|
$8.14M
|
-$1.5M
|
-69,962
|
-15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.05M
|
-$2.51M
|
-117,214
|
-28%
|
|
|
4
|
Beaumont Capital Management
Boston,
Massachusetts
|
$4.75M
|
-$251K
|
-11,734
|
-5%
|
|
|
5
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.45M
|
-$27K
|
-1,260
|
-0.7%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.44M
|
-$326K
|
-15,202
|
-18%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
-$5.29M
|
-246,837
|
-81%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
+$909K
|
+42,448
|
+368%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$923K
|
-$249K
|
-11,645
|
-20%
|
|
|
10
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$793K
|
–
|
–
|
–
|
|
|
11
|
|
$732K
|
-$126K
|
-5,885
|
-14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$705K
|
+$63K
|
+2,941
|
+9%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$514K
|
-$3.71M
|
-173,273
|
-87%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$466K
|
+$3.08K
|
+144
|
+0.6%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$406K
|
-$204K
|
-9,513
|
-32%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$397K
|
-$276K
|
-12,895
|
-40%
|
|
|
17
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$321K
|
-$61.5K
|
-2,871
|
-15%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$307K
|
-$716K
|
-33,409
|
-69%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$295K
|
+$311K
|
+14,518
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$291K
|
-$209K
|
-9,750
|
-41%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$277K
|
-$2.98K
|
-139
|
-1%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$218K
|
-$20K
|
-933
|
-8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$152K
|
-$20.1K
|
-940
|
-11%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106K
|
+$112K
|
+5,209
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$87K
|
–
|
–
|
–
|
|
