|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$57.1M
|
-$1.97M
|
-17,532
|
-3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$49.6M
|
-$746K
|
-6,638
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
-$457K
|
-4,064
|
-3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
-$9.01M
|
-80,208
|
-42%
|
|
|
5
|
|
$12.7M
|
+$12.6M
|
+111,887
|
New
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$11.7M
|
+$505K
|
+4,498
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$10.2M
|
-91,195
|
-50%
|
|
|
8
|
|
$7.88M
|
-$2.7M
|
-24,076
|
-26%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.16M
|
+$2.11M
|
+18,790
|
+53%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.9M
|
+$2.63M
|
+23,412
|
+82%
|
|
|
11
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.79M
|
+$790K
|
+7,036
|
+16%
|
|
|
12
|
Karp Capital Management
Sausalito,
California
|
$5.16M
|
+$4.02M
|
+35,797
|
+370%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.91M
|
+$32.9K
|
+293
|
+0.7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4M
|
+$46.8K
|
+417
|
+1%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$3.86M
|
-$571K
|
-5,086
|
-13%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$3.54M
|
-$482K
|
-4,287
|
-12%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$549K
|
+4,883
|
+19%
|
|
|
18
|
|
$3.31M
|
+$3.28M
|
+29,180
|
New
|
|
|
19
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.84M
|
+$100K
|
+894
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.78M
|
+$291K
|
+2,591
|
+12%
|
|
|
21
|
HM Payson & Co
Portland,
Maine
|
$2.62M
|
+$2.59M
|
+23,046
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.52M
|
+$2.49M
|
+22,146
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.51M
|
+$2.36M
|
+21,043
|
+1,957%
|
|
|
24
|
|
$2.09M
|
-$562K
|
-5,001
|
-21%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.01M
|
+$1.11M
|
+9,898
|
+126%
|
|
