|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$60.1M
|
+$422K
|
+3,800
|
+0.7%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$23.3M
|
+$2.98M
|
+26,821
|
+15%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.7M
|
+$7.94M
|
+71,474
|
+63%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.3M
|
+$443K
|
+3,991
|
+3%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$11.3M
|
-$42.7K
|
-384
|
-0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$1.51M
|
-13,604
|
-13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.85M
|
-$754K
|
-6,787
|
-8%
|
|
|
8
|
|
$7.81M
|
-$182K
|
-1,635
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.14M
|
-$56.3M
|
-506,329
|
-89%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.09M
|
-$1.33M
|
-11,929
|
-21%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$4.99M
|
-$299K
|
-2,695
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.77M
|
-$140K
|
-1,262
|
-3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.74M
|
+$3.68M
|
+33,167
|
+355%
|
|
|
14
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.55M
|
+$124K
|
+1,115
|
+3%
|
|
|
15
|
SG Americas Securities
New York
|
$3.98M
|
–
|
–
|
–
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$3.87M
|
+$5.44M
|
+48,935
|
+591%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.84M
|
-$560K
|
-5,043
|
-13%
|
|
|
18
|
Janus Henderson Group
London,
|
$3.74M
|
+$44.4K
|
+400
|
+1%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$3.21M
|
+$670K
|
+6,032
|
+26%
|
|
|
20
|
|
$3.09M
|
+$3.08M
|
+27,701
|
New
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$2.91M
|
+$94.2K
|
+848
|
+3%
|
|
|
22
|
|
$2.73M
|
+$2.73M
|
+24,530
|
New
|
|
|
23
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.72M
|
-$14.2K
|
-128
|
-0.5%
|
|
|
24
|
HM Payson & Co
Portland,
Maine
|
$2.57M
|
–
|
–
|
–
|
|
|
25
|
|
$2.42M
|
-$56.9K
|
-512
|
-2%
|
|
