|
1
|
AssetMark Inc
Concord,
California
|
$74.7M
|
+$775K
|
+11,193
|
+1%
|
|
|
2
|
VCU Investment Management
Richmond,
Virginia
|
$18.3M
|
–
|
–
|
–
|
|
|
3
|
|
$17.2M
|
-$133K
|
-1,927
|
-0.8%
|
|
|
4
|
|
$5.92M
|
+$5M
|
+72,262
|
+625%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4M
|
+$297K
|
+4,296
|
+8%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$3.5M
|
+$3.43M
|
+49,516
|
New
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.4M
|
+$550K
|
+7,951
|
+31%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
+$1.87M
|
+26,975
|
+900%
|
|
|
9
|
S&CO Inc
Boston,
Massachusetts
|
$1.06M
|
–
|
–
|
–
|
|
|
10
|
HSBC Holdings
London,
United Kingdom
|
$1M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$929K
|
+$17.7K
|
+255
|
+2%
|
|
|
12
|
|
$346K
|
–
|
–
|
–
|
|
|
13
|
WealthOne
Albany,
New York
|
$286K
|
+$49.4K
|
+713
|
+21%
|
|
|
14
|
Flow Traders U.S.
New York
|
$253K
|
+$247K
|
+3,575
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$237K
|
-$123K
|
-1,784
|
-35%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$218K
|
-$2.28K
|
-33
|
-1%
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$208K
|
+$204K
|
+2,948
|
New
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$166K
|
-$78.2K
|
-1,130
|
-32%
|
|
|
20
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$140K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$90K
|
-$14.7K
|
-212
|
-14%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$73.6K
|
+$72.1K
|
+1,041
|
New
|
|
|
23
|
Proficio Capital Partners
Newton,
Massachusetts
|
$71K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
25
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$25K
|
–
|
–
|
–
|
|
