|
1
|
Stifel Financial
St. Louis,
Missouri
|
$39.9M
|
+$1.88M
|
+15,952
|
+5%
|
|
|
2
|
|
$29.1M
|
+$5.84M
|
+49,574
|
+25%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$27.6M
|
+$1.29M
|
+10,911
|
+5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$24.2M
|
+$150K
|
+1,274
|
+0.6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
+$3.97M
|
+33,744
|
+22%
|
|
|
6
|
|
$19.3M
|
+$5.61M
|
+47,633
|
+41%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$16.5M
|
-$4.75M
|
-40,334
|
-22%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$8.45M
|
-71,709
|
-35%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$14.7M
|
-$73.4K
|
-623
|
-0.5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$1.96M
|
+16,652
|
+17%
|
|
|
11
|
Asset Management One
Tokyo,
Japan
|
$11.1M
|
-$356K
|
-3,025
|
-3%
|
|
|
12
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$11.1M
|
+$157K
|
+1,334
|
+1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
+$389K
|
+3,303
|
+4%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10M
|
-$386K
|
-3,277
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.86M
|
+$2.94M
|
+24,962
|
+59%
|
|
|
16
|
Karp Capital Management
Sausalito,
California
|
$6.89M
|
-$928K
|
-7,875
|
-12%
|
|
|
17
|
Eaton Vance Management
Boston,
Massachusetts
|
$6.73M
|
+$6.77M
|
+57,449
|
New
|
|
|
18
|
Bridge Advisory
Pasadena,
California
|
$6.12M
|
+$1.96M
|
+16,629
|
+47%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$5M
|
+$521K
|
+4,426
|
+12%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.86M
|
-$75.5K
|
-641
|
-2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.67M
|
-$1.4M
|
-11,912
|
-23%
|
|
|
22
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$4.66M
|
+$653K
|
+5,544
|
+16%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.52M
|
+$872K
|
+7,399
|
+24%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.32M
|
-$1.24M
|
-10,508
|
-22%
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$3.98M
|
-$235K
|
-1,999
|
-6%
|
|
