|
1
|
AssetMark Inc
Concord,
California
|
$29.8M
|
+$13M
|
+514,017
|
+85%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$22.4M
|
+$13.1M
|
+521,535
|
+162%
|
|
|
3
|
Harvard Management Company
Boston,
Massachusetts
|
$5.8M
|
-$515K
|
-20,415
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.49M
|
+$144K
|
+5,700
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.06M
|
+$2.02M
|
+80,196
|
+229%
|
|
|
6
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.91M
|
+$2.75M
|
+109,230
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.29M
|
-$15.8K
|
-627
|
-0.7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
+$147K
|
+5,832
|
+11%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.24M
|
+$1.17M
|
+46,560
|
New
|
|
|
10
|
|
$866K
|
+$469K
|
+18,591
|
+132%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$698K
|
-$16.8K
|
-666
|
-2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$616K
|
+$243K
|
+9,639
|
+71%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$588K
|
+$29K
|
+1,149
|
+5%
|
|
|
14
|
|
$492K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$330K
|
+$222K
|
+8,826
|
+244%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$252K
|
+$30.4K
|
+1,206
|
+15%
|
|
|
18
|
Norris Perne & French
Grand Rapids,
Michigan
|
$235K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$230K
|
+$219K
|
+8,676
|
New
|
|
|
20
|
|
$206K
|
+$196K
|
+7,776
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$50K
|
-$15.1K
|
-600
|
-24%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$35K
|
-$4.61K
|
-183
|
-12%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$34K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$3.02K
|
+120
|
New
|
|
