|
1
|
Wells Fargo
San Francisco,
California
|
$63.9M
|
-$20.3M
|
-181,860
|
-24%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$60M
|
+$1.14M
|
+10,156
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$20.4M
|
-$846K
|
-7,566
|
-4%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$13M
|
-$1.48M
|
-13,233
|
-10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
-$344K
|
-3,076
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$708K
|
+6,329
|
+6%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$11.4M
|
+$321K
|
+2,869
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.57M
|
+$3.91M
|
+34,929
|
+68%
|
|
|
9
|
|
$8.03M
|
+$2.67M
|
+23,833
|
+50%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.45M
|
-$243K
|
-2,176
|
-4%
|
|
|
11
|
|
$5.32M
|
-$1.96M
|
-17,505
|
-27%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$5.32M
|
-$563K
|
-5,034
|
-10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.94M
|
+$1.3M
|
+11,659
|
+36%
|
|
|
14
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.45M
|
+$254K
|
+2,274
|
+6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.43M
|
-$29.9K
|
-267
|
-0.7%
|
|
|
16
|
SG Americas Securities
New York
|
$4M
|
–
|
–
|
–
|
|
|
17
|
Lucia Wealth Services
San Diego,
California
|
$3.74M
|
+$3.1M
|
+27,756
|
+496%
|
|
|
18
|
Janus Henderson Group
London,
|
$3.72M
|
+$3.46M
|
+30,951
|
+1,396%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$2.83M
|
+$1.39M
|
+12,412
|
+97%
|
|
|
20
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.77M
|
+$606K
|
+5,419
|
+28%
|
|
|
21
|
HM Payson & Co
Portland,
Maine
|
$2.58M
|
+$994K
|
+8,890
|
+63%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$2.56M
|
+$278K
|
+2,482
|
+12%
|
|
|
23
|
|
$2.49M
|
+$375K
|
+3,357
|
+18%
|
|
|
24
|
|
$2.13M
|
+$1.59M
|
+14,256
|
+297%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.08M
|
+$717K
|
+6,412
|
+53%
|
|
