|
1
|
|
$124M
|
+$122M
|
+1,002,250
|
+3,985%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$619K
|
+5,109
|
+2%
|
|
|
3
|
|
$23.9M
|
+$14.7M
|
+121,374
|
+159%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$22.5M
|
+$894K
|
+7,377
|
+4%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$19.8M
|
+$3.77M
|
+31,078
|
+23%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$19.5M
|
+$2.34M
|
+19,267
|
+14%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.7M
|
+$1.43M
|
+11,790
|
+8%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$18.7M
|
+$1.33M
|
+10,931
|
+8%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$16.7M
|
-$30.7M
|
-252,805
|
-65%
|
|
|
10
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$15.2M
|
+$2M
|
+16,531
|
+15%
|
|
|
11
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$13.3M
|
+$128K
|
+1,055
|
+1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
-$4.86M
|
-40,045
|
-28%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$83.5K
|
-689
|
-0.7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
+$3.69M
|
+30,421
|
+48%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$9.99M
|
+$6.06M
|
+49,965
|
+124%
|
|
|
16
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.16M
|
+$565K
|
+4,660
|
+7%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.14M
|
+$2.11M
|
+17,380
|
+30%
|
|
|
18
|
|
$8.01M
|
-$1.86M
|
-15,316
|
-19%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.24M
|
-$3.55M
|
-29,273
|
-33%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.85M
|
-$1.32M
|
-10,870
|
-16%
|
|
|
21
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$6.49M
|
+$466K
|
+3,845
|
+8%
|
|
|
22
|
Karp Capital Management
Sausalito,
California
|
$6M
|
+$5.63M
|
+46,435
|
+1,509%
|
|
|
23
|
James Investment Research
Alpha,
Ohio
|
$5.38M
|
-$475K
|
-3,921
|
-8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.98M
|
+$764K
|
+6,298
|
+18%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.75M
|
+$350K
|
+2,886
|
+8%
|
|
