|
1
|
AssetMark Inc
Concord,
California
|
$97.8M
|
+$95.7M
|
+811,236
|
+530,220%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$55.2M
|
+$54M
|
+457,538
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
+$6.98M
|
+59,116
|
+50%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$5.76M
|
-48,817
|
-25%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.6M
|
+$972K
|
+8,240
|
+7%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$14.8M
|
+$303K
|
+2,570
|
+2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.5M
|
+$3.42M
|
+28,987
|
+32%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$11.6M
|
-$650K
|
-5,512
|
-5%
|
|
|
9
|
|
$11.3M
|
+$4.83M
|
+40,940
|
+78%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
+$14.1M
|
+119,094
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$2.18M
|
+18,488
|
+25%
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$9.19M
|
+$8.99M
|
+76,204
|
New
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$8.52M
|
-$80.7K
|
-684
|
-1%
|
|
|
14
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$8.13M
|
+$654K
|
+5,544
|
+9%
|
|
|
15
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$8.11M
|
+$287K
|
+2,436
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.91M
|
+$3.9M
|
+33,067
|
+102%
|
|
|
17
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$7.22M
|
+$4.95M
|
+41,942
|
+234%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.1M
|
+$342K
|
+2,897
|
+6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.89M
|
+$1.01M
|
+8,542
|
+21%
|
|
|
20
|
|
$5.64M
|
-$8.09M
|
-68,529
|
-59%
|
|
|
21
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$5.4M
|
+$5.29M
|
+44,815
|
New
|
|
|
22
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$5.06M
|
+$4.95M
|
+41,941
|
New
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.03M
|
+$4.93M
|
+41,754
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.74M
|
+$1.06M
|
+8,960
|
+29%
|
|
|
25
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.53M
|
+$4.44M
|
+37,605
|
New
|
|
