|
1
|
State Street
Boston,
Massachusetts
|
$59.9M
|
+$7.94M
|
+268,126
|
+16%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$41M
|
+$14.2M
|
+478,774
|
+55%
|
|
|
3
|
|
$5.42M
|
+$232K
|
+7,826
|
+5%
|
|
|
4
|
|
$5.07M
|
+$1.87M
|
+63,016
|
+60%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.09M
|
+$172K
|
+5,822
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.13M
|
-$225K
|
-7,590
|
-7%
|
|
|
7
|
Aviance Capital Management
Sarasota,
Florida
|
$2.59M
|
+$2.08M
|
+70,094
|
+456%
|
|
|
8
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$2.45M
|
+$600K
|
+20,274
|
+34%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.16M
|
+$166K
|
+5,594
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.14M
|
+$22.2K
|
+750
|
+1%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.75M
|
+$133K
|
+4,474
|
+8%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1M
|
-$40.8K
|
-1,376
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$961K
|
+$140K
|
+4,728
|
+18%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$678K
|
-$5.56M
|
-187,868
|
-89%
|
|
|
15
|
3D Asset Management
Hartford,
Connecticut
|
$433K
|
+$423K
|
+14,280
|
New
|
|
|
16
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$425K
|
–
|
–
|
–
|
|
|
17
|
Relative Value Partners Group
|
$425K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$414K
|
+$139K
|
+4,688
|
+52%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$396K
|
+$28.4K
|
+958
|
+8%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$363K
|
+$21.6K
|
+730
|
+6%
|
|
|
21
|
Bank of New York Mellon
New York
|
$356K
|
–
|
–
|
–
|
|
|
22
|
Gray Financial Group
Atlanta,
Georgia
|
$314K
|
–
|
–
|
–
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$256K
|
-$802K
|
-27,092
|
-76%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$210K
|
–
|
–
|
–
|
|
|
25
|
Crossmark Global Holdings
Houston,
Texas
|
$200K
|
+$163K
|
+5,520
|
New
|
|
