|
1
|
AssetMark Inc
Concord,
California
|
$34.3M
|
-$10.7M
|
-195,570
|
-24%
|
|
|
2
|
Eastern Bank
Boston,
Massachusetts
|
$17.5M
|
+$358K
|
+6,555
|
+2%
|
|
|
3
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$11.9M
|
-$135K
|
-2,462
|
-1%
|
|
|
4
|
Estate Counselors
Thiensville,
Wisconsin
|
$11.4M
|
-$690K
|
-12,620
|
-6%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$1.23M
|
+22,461
|
+12%
|
|
|
6
|
|
$9.89M
|
+$8.51M
|
+155,654
|
+615%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.74M
|
-$5.8M
|
-106,158
|
-37%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.69M
|
+$606K
|
+11,086
|
+7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.9M
|
+$2.41M
|
+44,111
|
+37%
|
|
|
10
|
Focus Financial Network
Minneapolis,
Minnesota
|
$7.88M
|
+$431K
|
+7,884
|
+6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.22M
|
+$6.93M
|
+126,842
|
+2,454%
|
|
|
12
|
|
$6.75M
|
+$532K
|
+9,737
|
+9%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.51M
|
+$1.6M
|
+29,248
|
+55%
|
|
|
14
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$4.21M
|
-$522K
|
-9,555
|
-11%
|
|
|
15
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.21M
|
+$4.21M
|
+77,026
|
New
|
|
|
16
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.09M
|
+$4.09M
|
+74,920
|
New
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.06M
|
-$8.69K
|
-159
|
-0.3%
|
|
|
18
|
Argent Wealth Management
Waltham,
Massachusetts
|
$3.04M
|
+$3.04M
|
+55,639
|
New
|
|
|
19
|
Valicenti Advisory Services
Elmira,
New York
|
$2.78M
|
+$230K
|
+4,207
|
+9%
|
|
|
20
|
|
$2.69M
|
+$2.69M
|
+49,214
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$916K
|
+16,763
|
+59%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$2.05M
|
+$190K
|
+3,469
|
+10%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.05M
|
+$643K
|
+11,765
|
+46%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.79M
|
-$20.6K
|
-377
|
-1%
|
|
|
25
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.62M
|
+$1.62M
|
+29,596
|
New
|
|
