|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$56.1M
|
-$1.19M
|
-10,240
|
-2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$48.4M
|
+$93.7K
|
+808
|
+0.2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.2M
|
+$15.3M
|
+132,191
|
+158%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$13.2M
|
+$1.13M
|
+9,781
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
-$4.51M
|
-38,870
|
-26%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$10.5M
|
+$3.4M
|
+29,332
|
+49%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.09M
|
+$3.11M
|
+26,844
|
+53%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9M
|
+$5.69M
|
+49,095
|
+173%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$8.86M
|
+$5.87M
|
+50,643
|
+200%
|
|
|
10
|
James Investment Research
Alpha,
Ohio
|
$8.61M
|
-$555K
|
-4,788
|
-6%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.21M
|
+$1.31M
|
+11,292
|
+19%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.05M
|
-$5.04M
|
-43,441
|
-39%
|
|
|
13
|
|
$7.7M
|
+$7.28M
|
+62,779
|
+1,905%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$6.93M
|
+$3.58M
|
+30,839
|
+108%
|
|
|
15
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$6.56M
|
-$228K
|
-1,967
|
-3%
|
|
|
16
|
|
$5.97M
|
-$1.25M
|
-10,823
|
-17%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.36M
|
+$293K
|
+2,524
|
+6%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.16M
|
-$1.56M
|
-13,429
|
-23%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.13M
|
+$24.1K
|
+208
|
+0.6%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.04M
|
+$349K
|
+3,010
|
+9%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.93M
|
+$996K
|
+8,590
|
+34%
|
|
|
22
|
Hilltop Holdings
Dallas,
Texas
|
$2.88M
|
+$2.86M
|
+24,674
|
New
|
|
|
23
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$2.73M
|
+$1.46M
|
+12,551
|
+115%
|
|
|
24
|
HM Payson & Co
Portland,
Maine
|
$2.71M
|
+$29K
|
+250
|
+1%
|
|
|
25
|
Janus Henderson Group
London,
|
$2.71M
|
+$1.73M
|
+14,916
|
+179%
|
|
