|
1
|
AssetMark Inc
Concord,
California
|
$129M
|
+$87M
|
+767,007
|
+209%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$96.3M
|
+$1.01M
|
+8,862
|
+1%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$57M
|
+$414K
|
+3,652
|
+0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$8.12M
|
+71,613
|
+70%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$16.9M
|
-$1.09M
|
-9,643
|
-6%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$15.7M
|
-$1.95M
|
-17,167
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$10.9M
|
+96,376
|
+2,377%
|
|
|
8
|
|
$11M
|
+$2.52M
|
+22,194
|
+30%
|
|
|
9
|
James Investment Research
Alpha,
Ohio
|
$8.15M
|
-$408K
|
-3,597
|
-5%
|
|
|
10
|
Ashfield Capital Partners
San Francisco,
California
|
$7.36M
|
-$43.6K
|
-384
|
-0.6%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.53M
|
+$340
|
+3
|
+0%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.27M
|
-$239K
|
-2,111
|
-5%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.13M
|
+$4.34M
|
+38,263
|
New
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.78M
|
+$584K
|
+5,152
|
+18%
|
|
|
15
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$3.48M
|
+$3.47M
|
+30,562
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.44M
|
+$64.3K
|
+567
|
+2%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$3.18M
|
-$54.7K
|
-482
|
-2%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.12M
|
-$277K
|
-2,440
|
-8%
|
|
|
19
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.91M
|
+$1.98M
|
+17,427
|
+215%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.48M
|
+$2.03M
|
+17,899
|
+468%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.43M
|
-$140K
|
-1,238
|
-5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.32M
|
+$606K
|
+5,344
|
+36%
|
|
|
23
|
BlackRock Advisors
Wilmington,
Delaware
|
$2.13M
|
+$93.2K
|
+822
|
+5%
|
|
|
24
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.07M
|
–
|
–
|
–
|
|
|
25
|
Evercore Wealth Management
New York
|
$2.04M
|
–
|
–
|
–
|
|
