|
1
|
|
$104M
|
+$57.1M
|
+1,874,094
|
+130%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$103M
|
+$101M
|
+3,311,361
|
New
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$74.2M
|
–
|
–
|
–
|
|
|
4
|
|
$43M
|
-$21.6M
|
-709,734
|
-34%
|
|
|
5
|
|
$37.7M
|
+$18.3M
|
+600,120
|
+99%
|
|
|
6
|
BNP Paribas Financial Markets
Paris,
France
|
$35.5M
|
-$20.5M
|
-673,497
|
-37%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$25.3M
|
+$15M
|
+491,298
|
+154%
|
|
|
8
|
|
$23.5M
|
-$4.61M
|
-151,221
|
-17%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$18.5M
|
-$5.69M
|
-186,771
|
-24%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
-$4.73M
|
-155,289
|
-21%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.2M
|
+$505K
|
+16,566
|
+4%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$8.72M
|
+$30.1K
|
+987
|
+0.4%
|
|
|
13
|
Dowling & Yahnke
San Diego,
California
|
$6.41M
|
+$235K
|
+7,707
|
+4%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.99M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.94M
|
-$1.51M
|
-49,446
|
-21%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.95M
|
-$945K
|
-31,035
|
-20%
|
|
|
17
|
|
$2.93M
|
+$2.86M
|
+93,960
|
New
|
|
|
18
|
SG Americas Securities
New York
|
$2.86M
|
+$2.61M
|
+85,689
|
+1,456%
|
|
|
19
|
|
$2.86M
|
+$2.79M
|
+91,575
|
New
|
|
|
20
|
Oppenheimer & Co
New York
|
$2.74M
|
+$205K
|
+6,732
|
+8%
|
|
|
21
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.6M
|
+$169K
|
+5,544
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
+$1.38M
|
+45,270
|
+120%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.22M
|
-$95.2K
|
-3,126
|
-4%
|
|
|
24
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.92M
|
-$2.47M
|
-81,237
|
-57%
|
|
|
25
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.73M
|
+$192K
|
+6,300
|
+13%
|
|
