|
1
|
AssetMark Inc
Concord,
California
|
$1.39M
|
+$1.39M
|
+34,826
|
New
|
|
|
2
|
|
$1.14M
|
+$326K
|
+8,145
|
+40%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
+$281K
|
+7,032
|
+37%
|
|
|
4
|
Advisors Preferred
Rockville,
Maryland
|
$948K
|
-$88.1K
|
-2,200
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$632K
|
+$163K
|
+4,081
|
+35%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$549K
|
+$550K
|
+13,742
|
New
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$395K
|
–
|
–
|
–
|
|
|
8
|
Gupta Wealth Management
San Diego,
California
|
$283K
|
+$175K
|
+4,361
|
+160%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$267K
|
-$78.4K
|
-1,958
|
-23%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$230K
|
+$22.2K
|
+554
|
+11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145K
|
-$1.22M
|
-30,443
|
-89%
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$44K
|
+$43.9K
|
+1,097
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31K
|
-$14.1K
|
-351
|
-31%
|
|
|
14
|
|
–
|
-$2.08M
|
-51,985
|
Closed
|
|
|
15
|
|
–
|
-$505K
|
-12,620
|
Closed
|
|
