|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.5M
|
+$4.4M
|
+20,080
|
+10%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.4M
|
+$8.52M
|
+38,891
|
+70%
|
|
|
3
|
|
$11.7M
|
-$3.12M
|
-14,230
|
-22%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
+$430K
|
+1,965
|
+4%
|
|
|
5
|
Silvercrest Asset Management
New York
|
$10.5M
|
+$15.3K
|
+70
|
+0.2%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$9.17M
|
-$4.67M
|
-21,323
|
-35%
|
|
|
7
|
Crestone Asset Management
Boulder,
Colorado
|
$8.92M
|
+$327K
|
+1,492
|
+4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.6M
|
+$19.1K
|
+87
|
+0.2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.36M
|
-$200K
|
-914
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.28M
|
+$409K
|
+1,865
|
+5%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$6.93M
|
-$110K
|
-503
|
-2%
|
|
|
12
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.69M
|
+$917K
|
+4,188
|
+17%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.46M
|
-$201K
|
-918
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.43M
|
-$31.1K
|
-142
|
-0.5%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.29M
|
-$1.2M
|
-5,478
|
-17%
|
|
|
16
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.08M
|
+$82.8K
|
+378
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.04M
|
-$627K
|
-2,860
|
-11%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.66M
|
-$201K
|
-919
|
-4%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$4.09M
|
+$1.54M
|
+7,013
|
+64%
|
|
|
20
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$4.05M
|
+$825K
|
+3,765
|
+27%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.81M
|
+$50.6K
|
+231
|
+1%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.5M
|
+$1.13M
|
+5,166
|
+50%
|
|
|
23
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.42M
|
-$67.9K
|
-310
|
-2%
|
|
|
24
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$3.37M
|
+$207K
|
+946
|
+7%
|
|
|
25
|
Madrona Financial Services
Everett,
Washington
|
$2.82M
|
+$41.4K
|
+189
|
+2%
|
|
