|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.3M
|
-$2.26M
|
-20,372
|
-4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$49.7M
|
+$27.4M
|
+247,841
|
+127%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.6M
|
+$1.69M
|
+15,287
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$9.73M
|
+87,852
|
+94%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$2.99M
|
+27,003
|
+28%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.7M
|
-$80.7K
|
-729
|
-0.6%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$11.1M
|
-$525K
|
-4,744
|
-5%
|
|
|
8
|
WBI Investments
Red Bank,
New Jersey
|
$10.9M
|
+$10.8M
|
+97,311
|
New
|
|
|
9
|
|
$10.5M
|
+$2.03M
|
+18,347
|
+24%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.79M
|
+$5.26M
|
+47,538
|
+1,151%
|
|
|
11
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.92M
|
+$637K
|
+5,752
|
+15%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.82M
|
-$62.7K
|
-566
|
-1%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$4.38M
|
-$313K
|
-2,826
|
-7%
|
|
|
14
|
Janus Henderson Group
London,
|
$4.21M
|
+$1.48M
|
+13,397
|
+56%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$3.98M
|
+$284K
|
+2,564
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$3.98M
|
-$2.29M
|
-20,666
|
-37%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.9M
|
+$7.64K
|
+69
|
+0.2%
|
|
|
18
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.52M
|
+$2.82M
|
+25,427
|
+429%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.2M
|
+$1.81M
|
+16,343
|
+134%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.82M
|
-$1.44M
|
-13,034
|
-34%
|
|
|
21
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.7M
|
+$2.67M
|
+24,100
|
New
|
|
|
22
|
|
$2.62M
|
-$231K
|
-2,085
|
-8%
|
|
|
23
|
Personal Financial Consultants
Lafayette,
California
|
$2.49M
|
+$2.46M
|
+22,184
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.45M
|
+$78.7K
|
+711
|
+3%
|
|
|
25
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.75M
|
-$787K
|
-7,112
|
-31%
|
|
