|
1
|
|
$13M
|
+$420K
|
+12,633
|
+3%
|
|
|
2
|
Consolidated Capital Management
Burbank,
California
|
$10.7M
|
-$727K
|
-21,877
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9M
|
+$632K
|
+19,010
|
+8%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$8.19M
|
+$8.18M
|
+246,218
|
+2,735,756%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.06M
|
+$39.6K
|
+1,190
|
+0.6%
|
|
|
6
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.99M
|
-$9.99M
|
-300,560
|
-71%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.06M
|
+$3.06M
|
+92,098
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$229K
|
+6,898
|
+14%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.51M
|
+$1.51M
|
+45,379
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.45M
|
+$48.6K
|
+1,463
|
+3%
|
|
|
11
|
|
$1.39M
|
-$10.2M
|
-306,746
|
-88%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$1.13M
|
+33,961
|
New
|
|
|
13
|
Flow Traders U.S.
New York
|
$1.13M
|
+$1.12M
|
+33,829
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.06M
|
-$598
|
-18
|
-0.1%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.04M
|
-$95K
|
-2,858
|
-8%
|
|
|
16
|
Murphy Capital Management
Bedminster,
New Jersey
|
$1.02M
|
-$16.6K
|
-500
|
-2%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$947K
|
–
|
–
|
–
|
|
|
18
|
Aspire Private Capital
Cornelius,
North Carolina
|
$874K
|
+$874K
|
+26,294
|
New
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$639K
|
+$527K
|
+15,865
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$492K
|
-$145K
|
-4,367
|
-23%
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$406K
|
+$4.59K
|
+138
|
+1%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$381K
|
-$7.41K
|
-223
|
-2%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$311K
|
-$49.3K
|
-1,482
|
-14%
|
|
|
24
|
|
$298K
|
–
|
–
|
–
|
|
|
25
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$297K
|
+$6.02K
|
+181
|
+2%
|
|
