|
1
|
AssetMark Inc
Concord,
California
|
$11.8M
|
+$8.79M
|
+137,767
|
+288%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.5M
|
-$5.96M
|
-93,393
|
-48%
|
|
|
3
|
|
$6.46M
|
+$190K
|
+2,984
|
+3%
|
|
|
4
|
Visionary Asset Management
Houston,
Texas
|
$6.36M
|
+$6.37M
|
+99,783
|
New
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$5.3M
|
+$876K
|
+13,721
|
+20%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$4.55M
|
+$1.64M
|
+25,614
|
+56%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.07M
|
+$3.08M
|
+48,212
|
New
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.72M
|
+$112K
|
+1,761
|
+4%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$1.44M
|
-$264K
|
-4,132
|
-15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
-$118K
|
-1,853
|
-9%
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$1.07M
|
+$265K
|
+4,150
|
+33%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$999K
|
+$32.8K
|
+514
|
+3%
|
|
|
13
|
|
$941K
|
-$81.3K
|
-1,273
|
-8%
|
|
|
14
|
SouthState Corp
Winter Haven,
Florida
|
$895K
|
+$896K
|
+14,040
|
New
|
|
|
15
|
Placemark Investments
Chicago,
Illinois
|
$869K
|
+$870K
|
+13,631
|
New
|
|
|
16
|
City National Bank
Beverly Hills,
Delaware
|
$707K
|
-$65.9K
|
-1,032
|
-9%
|
|
|
17
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$668K
|
-$18.5K
|
-290
|
-3%
|
|
|
18
|
D. Scott Neal
Lexington,
Kentucky
|
$590K
|
-$44.2K
|
-692
|
-7%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$586K
|
+$105K
|
+1,647
|
+22%
|
|
|
20
|
Tuttle Capital Management
Riverside,
Connecticut
|
$511K
|
+$512K
|
+8,019
|
New
|
|
|
21
|
Capital One National Association
New York
|
$498K
|
+$498K
|
+7,807
|
New
|
|
|
22
|
Wealthcare Capital Management
Richmond,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
23
|
Vigilant Capital Management
Portland,
Maine
|
$340K
|
-$124K
|
-1,935
|
-27%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$262K
|
+$91.9K
|
+1,439
|
+54%
|
|
