|
1
|
AssetMark Inc
Concord,
California
|
$26.6M
|
+$26.4M
|
+784,548
|
New
|
|
|
2
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$8.95M
|
+$8.88M
|
+263,715
|
New
|
|
|
3
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.71M
|
+$8.64M
|
+256,431
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.29M
|
+$1.12M
|
+33,384
|
+22%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$4.64M
|
+$4.61M
|
+136,758
|
New
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.36M
|
+$10K
|
+297
|
+0.3%
|
|
|
7
|
|
$2.99M
|
+$1.08M
|
+31,966
|
+57%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.81M
|
+$637K
|
+18,913
|
+30%
|
|
|
9
|
|
$2.33M
|
-$1.99M
|
-59,117
|
-46%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.28M
|
-$63.9K
|
-1,897
|
-3%
|
|
|
11
|
Prudential Financial
Newark,
New Jersey
|
$1.87M
|
+$839K
|
+24,900
|
+83%
|
|
|
12
|
Murphy Capital Management
Bedminster,
New Jersey
|
$1.51M
|
+$443K
|
+13,150
|
+42%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.31M
|
-$15K
|
-445
|
-1%
|
|
|
14
|
Moors & Cabot
Boston,
Massachusetts
|
$1.12M
|
+$1.11M
|
+32,950
|
New
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$771K
|
-$55.2K
|
-1,640
|
-7%
|
|
|
16
|
GFS Advisors
Houston,
Texas
|
$680K
|
–
|
–
|
–
|
|
|
17
|
WealthSource Partners
San Luis Obispo,
California
|
$642K
|
+$79.4K
|
+2,358
|
+14%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$529K
|
+$100K
|
+2,969
|
+24%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$526K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$524K
|
+$520K
|
+15,447
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$522K
|
+$15.9K
|
+473
|
+3%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$512K
|
+$20.8K
|
+619
|
+4%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$475K
|
-$179K
|
-5,323
|
-28%
|
|
|
24
|
L.J. Altfest & Co
New York
|
$411K
|
-$34.3K
|
-1,019
|
-8%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$340K
|
+$5.25K
|
+156
|
+2%
|
|
