|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$48.6M
|
+$53.3M
|
+1,866,920
|
New
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.6M
|
+$514K
|
+18,018
|
+2%
|
|
|
3
|
|
$17.5M
|
-$3.21M
|
-112,570
|
-14%
|
|
|
4
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$16.7M
|
-$2.71M
|
-95,050
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$3.37M
|
+118,271
|
+27%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$11.7M
|
-$6.72M
|
-235,511
|
-34%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$5.84M
|
+204,602
|
+93%
|
|
|
8
|
GenWealth Group
Maplewood,
New Jersey
|
$10.2M
|
+$5.46M
|
+191,240
|
+95%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.2M
|
+$11.2M
|
+391,039
|
New
|
|
|
10
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$9.67M
|
-$1.9M
|
-66,480
|
-15%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.95M
|
+$7.74M
|
+271,192
|
+374%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$7.94M
|
+$754K
|
+26,425
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.7M
|
-$2.53M
|
-88,721
|
-23%
|
|
|
14
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$7.39M
|
+$8.09M
|
+283,584
|
New
|
|
|
15
|
|
$5.58M
|
+$4.6M
|
+161,057
|
+304%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.2M
|
+$4.08M
|
+143,015
|
+253%
|
|
|
17
|
Hilltop Holdings
Dallas,
Texas
|
$5.07M
|
+$378K
|
+13,232
|
+7%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.58M
|
+$215K
|
+7,550
|
+4%
|
|
|
19
|
Peak Financial Advisors
Denver,
Colorado
|
$4.49M
|
+$4.91M
|
+172,218
|
New
|
|
|
20
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.09M
|
+$4.48M
|
+157,065
|
New
|
|
|
21
|
|
$3.99M
|
+$1.95M
|
+68,397
|
+81%
|
|
|
22
|
Worth Asset Management
Dallas,
Texas
|
$3.7M
|
-$13.8M
|
-483,169
|
-77%
|
|
|
23
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$3.55M
|
-$168K
|
-5,900
|
-4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.63M
|
+$1.51M
|
+52,899
|
+110%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.57M
|
+$129K
|
+4,531
|
+5%
|
|
