|
1
|
AssetMark Inc
Concord,
California
|
$18.1M
|
-$9.41M
|
-264,718
|
-34%
|
|
|
2
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.2M
|
+$5.5M
|
+154,788
|
+48%
|
|
|
3
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$10.4M
|
+$320K
|
+9,000
|
+3%
|
|
|
4
|
Xponance
Philadelphia,
Pennsylvania
|
$9.91M
|
+$9.2M
|
+258,752
|
New
|
|
|
5
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.31M
|
-$2.48M
|
-69,836
|
-23%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.84M
|
+$71.2K
|
+2,004
|
+1%
|
|
|
7
|
|
$4.78M
|
+$4.73M
|
+133,011
|
New
|
|
|
8
|
Allen Capital Group
Grand Island,
Nebraska
|
$4.72M
|
+$4.68M
|
+131,534
|
New
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$4.06M
|
-$965K
|
-27,136
|
-19%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.93M
|
+$146K
|
+4,101
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.12M
|
+$69.2K
|
+1,947
|
+2%
|
|
|
12
|
|
$2.64M
|
-$136K
|
-3,829
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.09M
|
-$79K
|
-2,222
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
-$503K
|
-14,149
|
-22%
|
|
|
15
|
Murphy Capital Management
Bedminster,
New Jersey
|
$1.72M
|
+$80.9K
|
+2,275
|
+5%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
-$946K
|
-26,618
|
-40%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.43M
|
+$1.41M
|
+39,714
|
New
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.42M
|
+$462
|
+13
|
+0%
|
|
|
19
|
Moors & Cabot
Boston,
Massachusetts
|
$1.19M
|
+$3.56K
|
+100
|
+0.3%
|
|
|
20
|
Prudential Financial
Newark,
New Jersey
|
$1.18M
|
-$192K
|
-5,400
|
-14%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$904K
|
+$238K
|
+6,705
|
+36%
|
|
|
22
|
GFS Advisors
Houston,
Texas
|
$720K
|
–
|
–
|
–
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$695K
|
-$6.51K
|
-183
|
-0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$691K
|
+$372K
|
+10,459
|
+119%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$576K
|
+$45.5K
|
+1,281
|
+9%
|
|
