|
1
|
State Street
Boston,
Massachusetts
|
$83.3M
|
+$27.5M
|
+933,202
|
+47%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$40M
|
+$1.32M
|
+44,852
|
+3%
|
|
|
3
|
|
$5.48M
|
+$368K
|
+12,504
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.26M
|
+$398K
|
+13,508
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
+$59K
|
+2,004
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.26M
|
+$242K
|
+8,230
|
+12%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$1.44M
|
-$223K
|
-7,586
|
-13%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$332K
|
+11,280
|
+36%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$915K
|
-$35.3K
|
-1,200
|
-4%
|
|
|
10
|
|
$765K
|
+$787K
|
+26,720
|
New
|
|
|
11
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$632K
|
+$649K
|
+22,056
|
New
|
|
|
12
|
Fifth Third Securities
Cincinnati,
Ohio
|
$613K
|
+$630K
|
+21,412
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$529K
|
+$140K
|
+4,770
|
+35%
|
|
|
14
|
Bank of New York Mellon
New York
|
$525K
|
+$194K
|
+6,592
|
+56%
|
|
|
15
|
3D Asset Management
Hartford,
Connecticut
|
$433K
|
+$27.5K
|
+934
|
+7%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$410K
|
+$68.2K
|
+2,316
|
+19%
|
|
|
17
|
Relative Value Partners Group
|
$402K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$386K
|
+$7.3K
|
+248
|
+2%
|
|
|
19
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$336K
|
-$67.1K
|
-2,280
|
-16%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$310K
|
-$340K
|
-11,542
|
-52%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$198K
|
–
|
–
|
–
|
|
|
22
|
Flow Traders U.S.
New York
|
$140K
|
+$144K
|
+4,880
|
New
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$134K
|
+$138K
|
+4,694
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$78K
|
+$236
|
+8
|
+0.3%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$62K
|
-$14K
|
-476
|
-18%
|
|
