|
1
|
Charles Schwab
San Francisco,
California
|
$52.9M
|
-$2.46M
|
-20,355
|
-4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$47.3M
|
-$50.8M
|
-420,529
|
-52%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
+$17.4M
|
+143,863
|
+158%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
+$158K
|
+1,313
|
+0.7%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.6M
|
+$1.95M
|
+16,190
|
+13%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.4M
|
+$2.86M
|
+23,693
|
+20%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$17.3M
|
+$16.9M
|
+139,948
|
+4,211%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$17.2M
|
+$5.49M
|
+45,492
|
+47%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$16.1M
|
+$1.23M
|
+10,177
|
+8%
|
|
|
10
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13.2M
|
+$13.2M
|
+109,035
|
New
|
|
|
11
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$13.1M
|
+$5.91M
|
+48,948
|
+82%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
+$4.81M
|
+39,880
|
+61%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$3.63M
|
-30,059
|
-25%
|
|
|
14
|
|
$9.87M
|
-$1.48M
|
-12,236
|
-13%
|
|
|
15
|
|
$9.23M
|
+$9.2M
|
+76,200
|
New
|
|
|
16
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$8.6M
|
+$431K
|
+3,568
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.17M
|
-$9.24M
|
-76,561
|
-53%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.67M
|
+$2.9M
|
+24,012
|
+61%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.04M
|
+$903K
|
+7,481
|
+15%
|
|
|
20
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$6.02M
|
-$2.11M
|
-17,483
|
-26%
|
|
|
21
|
James Investment Research
Alpha,
Ohio
|
$5.85M
|
-$2.7M
|
-22,354
|
-32%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$5.65M
|
+$4.49M
|
+37,237
|
+395%
|
|
|
23
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$5.41M
|
-$16.1K
|
-133
|
-0.3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.82M
|
+$2.17M
|
+17,966
|
+80%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.41M
|
+$492K
|
+4,074
|
+13%
|
|
