|
1
|
AssetMark Inc
Concord,
California
|
$21M
|
+$229K
|
+3,532
|
+1%
|
|
|
2
|
Alexandria Capital
Arlington,
Virginia
|
$13.9M
|
+$463K
|
+7,145
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$2.01M
|
+31,040
|
+17%
|
|
|
4
|
|
$10.6M
|
-$4.87M
|
-75,064
|
-31%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.19M
|
+$6.55M
|
+100,929
|
+243%
|
|
|
6
|
Northstar Investment Advisors
Denver,
Colorado
|
$7.69M
|
+$7.73M
|
+119,265
|
New
|
|
|
7
|
Gupta Wealth Management
San Diego,
California
|
$7.49M
|
+$861K
|
+13,278
|
+13%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$6.92M
|
+$467K
|
+7,194
|
+7%
|
|
|
9
|
Forward Management
San Francisco,
California
|
$5.4M
|
-$532K
|
-8,200
|
-9%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$5.03M
|
+$237K
|
+3,654
|
+5%
|
|
|
11
|
|
$3.8M
|
-$1.26M
|
-19,393
|
-25%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.47M
|
+$473K
|
+7,292
|
+16%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$2.89M
|
+$124K
|
+1,909
|
+4%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.33M
|
+$729K
|
+11,249
|
+45%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$104K
|
+1,609
|
+5%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
-$495K
|
-7,638
|
-21%
|
|
|
17
|
Capital One National Association
New York
|
$1.66M
|
+$662K
|
+10,208
|
+66%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$1.64M
|
+$256K
|
+3,940
|
+18%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$89K
|
+1,372
|
+6%
|
|
|
20
|
D. Scott Neal
Lexington,
Kentucky
|
$1.08M
|
+$489K
|
+7,534
|
+82%
|
|
|
21
|
SouthState Corp
Winter Haven,
Florida
|
$897K
|
-$8.11K
|
-125
|
-0.9%
|
|
|
22
|
Financial Consulate
Hunt Valley,
Maryland
|
$737K
|
+$86.1K
|
+1,327
|
+13%
|
|
|
23
|
Managed Account Advisors
Jersey City,
New Jersey
|
$719K
|
+$305K
|
+4,702
|
+73%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$718K
|
+$87.4K
|
+1,348
|
+14%
|
|
|
25
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$682K
|
+$27.9K
|
+431
|
+4%
|
|
