|
1
|
AssetMark Inc
Concord,
California
|
$35.9M
|
+$35.2M
|
+688,876
|
New
|
|
|
2
|
|
$17.6M
|
-$17.2M
|
-336,692
|
-50%
|
|
|
3
|
Eastern Bank
Boston,
Massachusetts
|
$14.7M
|
+$14.4M
|
+281,811
|
New
|
|
|
4
|
Estate Counselors
Thiensville,
Wisconsin
|
$13M
|
+$9.17M
|
+179,700
|
+256%
|
|
|
5
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$11.4M
|
+$11.2M
|
+219,183
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$5.58M
|
+$5.46M
|
+106,880
|
New
|
|
|
7
|
|
$5.47M
|
+$2.87M
|
+56,202
|
+116%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.64M
|
+$2.79M
|
+54,664
|
+361%
|
|
|
9
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.38M
|
+$357K
|
+6,988
|
+12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.25M
|
+$1.25M
|
+24,430
|
+65%
|
|
|
11
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.05M
|
+$2.01M
|
+39,280
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$974K
|
+19,073
|
+123%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.77M
|
+$1.16M
|
+22,652
|
+202%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.7M
|
+$89.5K
|
+1,753
|
+6%
|
|
|
15
|
Valicenti Advisory Services
Elmira,
New York
|
$1.22M
|
+$1.19M
|
+23,392
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$383K
|
+7,499
|
+61%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$884K
|
+$198K
|
+3,872
|
+30%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$827K
|
+$495K
|
+9,700
|
+158%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$706K
|
+$692K
|
+13,553
|
New
|
|
|
20
|
PFG Advisors
Phoenix,
Arizona
|
$562K
|
-$46K
|
-901
|
-8%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$559K
|
+$1.07K
|
+21
|
+0.2%
|
|
|
22
|
Snowden Capital Advisors
New York
|
$395K
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$391K
|
+$45.4K
|
+890
|
+13%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$298K
|
–
|
–
|
–
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$239K
|
–
|
–
|
–
|
|
