|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.5M
|
-$197K
|
-1,695
|
-0.4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
-$2.68M
|
-23,105
|
-11%
|
|
|
3
|
|
$17.3M
|
+$17.4M
|
+149,888
|
New
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$6.04M
|
+52,081
|
+75%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$13.9M
|
+$793K
|
+6,832
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$959K
|
+8,265
|
+8%
|
|
|
7
|
|
$13.3M
|
+$5.71M
|
+49,206
|
+74%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$11.8M
|
+$4.94M
|
+42,568
|
+72%
|
|
|
9
|
Karp Capital Management
Sausalito,
California
|
$11.4M
|
+$1.08M
|
+9,280
|
+10%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.5M
|
+$1.53M
|
+13,181
|
+17%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.41M
|
-$607K
|
-5,228
|
-7%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$8.25M
|
-$289K
|
-2,492
|
-3%
|
|
|
13
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$7.49M
|
+$7.52M
|
+64,795
|
New
|
|
|
14
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$7.15M
|
+$646K
|
+5,567
|
+10%
|
|
|
15
|
|
$6.1M
|
+$181K
|
+1,559
|
+3%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.52M
|
+$203K
|
+1,753
|
+4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.66M
|
-$455K
|
-3,919
|
-9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.88M
|
-$24.1K
|
-208
|
-0.6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
-$249K
|
-2,145
|
-6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.51M
|
-$585K
|
-5,040
|
-14%
|
|
|
21
|
Hilltop Holdings
Dallas,
Texas
|
$2.7M
|
-$155K
|
-1,336
|
-5%
|
|
|
22
|
HM Payson & Co
Portland,
Maine
|
$2.69M
|
–
|
–
|
–
|
|
|
23
|
Cooper Financial Group
Irvine,
California
|
$2.47M
|
+$99.4K
|
+857
|
+4%
|
|
|
24
|
Asset Management One
Tokyo,
Japan
|
$2.37M
|
-$13.7K
|
-118
|
-0.6%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.08M
|
-$3.08M
|
-26,569
|
-38%
|
|
