|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$56.7M
|
-$1.23M
|
-10,770
|
-2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$47.8M
|
-$2.45M
|
-21,559
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
+$3.38M
|
+29,705
|
+25%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
-$797
|
-7
|
-0%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$11.9M
|
+$30.2K
|
+265
|
+0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.65M
|
-$699K
|
-6,137
|
-7%
|
|
|
7
|
James Investment Research
Alpha,
Ohio
|
$9.06M
|
+$5.08M
|
+44,634
|
+131%
|
|
|
8
|
|
$7.15M
|
-$841K
|
-7,385
|
-11%
|
|
|
9
|
Karp Capital Management
Sausalito,
California
|
$6.96M
|
+$1.69M
|
+14,884
|
+33%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.82M
|
+$820K
|
+7,207
|
+14%
|
|
|
11
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$6.71M
|
+$834K
|
+7,325
|
+14%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.64M
|
+$6.2M
|
+54,426
|
+1,678%
|
|
|
13
|
|
$6.24M
|
+$2.84M
|
+24,987
|
+86%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.89M
|
-$358K
|
-3,147
|
-6%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.01M
|
+$21.6K
|
+190
|
+0.4%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.06M
|
-$1.02K
|
-9
|
-0%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$190K
|
+1,670
|
+6%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$3.29M
|
-$299K
|
-2,630
|
-8%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.25M
|
+$2.28M
|
+20,046
|
+242%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.96M
|
+$85.4K
|
+750
|
+3%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$2.92M
|
+$364K
|
+3,196
|
+14%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.9M
|
+$75.9K
|
+667
|
+3%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$2.66M
|
–
|
–
|
–
|
|
|
24
|
Cooper Financial Group
Irvine,
California
|
$2.24M
|
+$2.21M
|
+19,436
|
New
|
|
|
25
|
Asset Management One
Tokyo,
Japan
|
$1.9M
|
+$1.02M
|
+8,952
|
+119%
|
|
