|
1
|
State Street
Boston,
Massachusetts
|
$40.8M
|
-$294K
|
-10,712
|
-0.7%
|
|
|
2
|
|
$7.49M
|
+$5.3M
|
+192,880
|
+204%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5M
|
+$1.55M
|
+56,278
|
+41%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.48M
|
+$3.65M
|
+132,608
|
+337%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$3.43M
|
-$12.9M
|
-469,298
|
-78%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.46M
|
+$1.35M
|
+49,038
|
+108%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
-$268K
|
-9,762
|
-12%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$593K
|
+21,570
|
+79%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.02M
|
+$236K
|
+8,594
|
+28%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$916K
|
-$1.31M
|
-47,578
|
-60%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$769K
|
-$3.18M
|
-115,718
|
-80%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$742K
|
-$61.2K
|
-2,228
|
-7%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$592K
|
+$625K
|
+22,720
|
New
|
|
|
14
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$467K
|
+$48.6K
|
+1,768
|
+11%
|
|
|
15
|
|
$458K
|
-$2.67M
|
-97,298
|
-85%
|
|
|
16
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$365K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$365K
|
+$23.9K
|
+868
|
+7%
|
|
|
18
|
Relative Value Partners Group
|
$365K
|
+$386K
|
+14,026
|
New
|
|
|
19
|
Bank of New York Mellon
New York
|
$335K
|
+$132K
|
+4,798
|
+60%
|
|
|
20
|
Gray Financial Group
Atlanta,
Georgia
|
$270K
|
-$55
|
-2
|
-0%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$236K
|
-$91K
|
-3,310
|
-27%
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$148K
|
+$90.4K
|
+3,288
|
+137%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$137K
|
-$120K
|
-4,358
|
-45%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$103K
|
-$27.5K
|
-1,000
|
-20%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$93K
|
+$97.7K
|
+3,554
|
New
|
|
