|
1
|
AssetMark Inc
Concord,
California
|
$97.2M
|
+$98.5M
|
+1,064,671
|
+794,531%
|
|
|
2
|
|
$30M
|
+$6.09M
|
+65,817
|
+25%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$9.5M
|
+102,601
|
+387%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.91M
|
+$6.17M
|
+66,707
|
+334%
|
|
|
5
|
|
$7.68M
|
+$1.71M
|
+18,428
|
+28%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.64M
|
-$161K
|
-1,740
|
-2%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.55M
|
+$6.99M
|
+75,578
|
+960%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.67M
|
-$326K
|
-3,524
|
-5%
|
|
|
9
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.91M
|
–
|
–
|
–
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.29M
|
+$2.88M
|
+31,087
|
+630%
|
|
|
11
|
HT Partners
Centerbrook,
Connecticut
|
$3.23M
|
-$941K
|
-10,169
|
-22%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.91M
|
+$51.6K
|
+557
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.33M
|
+$739K
|
+7,984
|
+45%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.27M
|
-$891K
|
-9,627
|
-28%
|
|
|
15
|
Xponance
Philadelphia,
Pennsylvania
|
$2.17M
|
+$1M
|
+10,805
|
+83%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.17M
|
+$2.02M
|
+21,824
|
+1,131%
|
|
|
17
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.78M
|
-$7.69M
|
-83,100
|
-81%
|
|
|
18
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.65M
|
-$179K
|
-1,935
|
-10%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.4M
|
+$563K
|
+6,081
|
+66%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.37M
|
+$263K
|
+2,841
|
+23%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.15M
|
-$1.48M
|
-16,036
|
-56%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$1.08M
|
+11,625
|
New
|
|
|
23
|
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
$1.02M
|
+$280K
|
+3,029
|
+37%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$657K
|
-$4.63K
|
-50
|
-0.7%
|
|
|
25
|
Quantum Capital Management (California)
San Francisco,
California
|
$502K
|
-$17.4K
|
-188
|
-3%
|
|
