|
1
|
AssetMark Inc
Concord,
California
|
$64.6M
|
+$66.8M
|
+2,460,195
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$43M
|
-$29.7M
|
-1,092,278
|
-40%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$34.4M
|
-$26.6M
|
-980,356
|
-43%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$10.8M
|
–
|
–
|
–
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.5M
|
+$10.9M
|
+401,305
|
New
|
|
|
6
|
|
$7.91M
|
+$1.17M
|
+43,217
|
+17%
|
|
|
7
|
Confluence Wealth Management
Portland,
Oregon
|
$5.5M
|
+$5.69M
|
+209,573
|
New
|
|
|
8
|
|
$2.42M
|
+$547K
|
+20,128
|
+28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.28M
|
+$1.32M
|
+48,452
|
+127%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$2.12M
|
-$174K
|
-6,403
|
-7%
|
|
|
11
|
Community Bank
Dewitt,
New York
|
$2.06M
|
+$290K
|
+10,660
|
+16%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
-$49.6K
|
-1,824
|
-4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.03M
|
+$1.07M
|
+39,453
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$902K
|
+$682K
|
+25,085
|
+270%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$723K
|
+$675K
|
+24,840
|
+910%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$689K
|
-$220K
|
-8,094
|
-24%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$666K
|
+$690K
|
+25,377
|
New
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$538K
|
+$153K
|
+5,630
|
+38%
|
|
|
19
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$498K
|
+$516K
|
+18,981
|
New
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$338K
|
+$45.1K
|
+1,660
|
+15%
|
|
|
21
|
Virtu KCG Holdings
New York
|
$232K
|
+$240K
|
+8,829
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$70K
|
-$42.3K
|
-1,557
|
-37%
|
|
|
23
|
American International Group
New York
|
$58K
|
+$3.86K
|
+142
|
+7%
|
|
|
24
|
Argentus Capital Management
Dallas,
Texas
|
$36K
|
+$16.2K
|
+595
|
+77%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$31K
|
-$1.03M
|
-37,972
|
-97%
|
|
