|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.8M
|
+$17.7M
|
+166,655
|
+111%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$30.6M
|
-$440K
|
-4,137
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$26.2M
|
+$2.99M
|
+28,116
|
+13%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$21.6M
|
-$1.44M
|
-13,502
|
-6%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$12.8M
|
-$663K
|
-6,231
|
-5%
|
|
|
6
|
Asset Management One
Tokyo,
Japan
|
$12.3M
|
-$308K
|
-2,896
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$1.85M
|
-17,347
|
-13%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$1.76M
|
-16,569
|
-13%
|
|
|
9
|
Signet Financial Management
Parsippany,
New Jersey
|
$11.3M
|
-$427K
|
-4,010
|
-4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
-$66.7K
|
-627
|
-0.6%
|
|
|
11
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10M
|
-$243K
|
-2,288
|
-2%
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.92M
|
+$9.71M
|
+91,270
|
+4,621%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.98M
|
-$437K
|
-4,108
|
-5%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$7.75M
|
+$2.3M
|
+21,625
|
+42%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$7.1M
|
-$95.9K
|
-901
|
-1%
|
|
|
16
|
|
$5.84M
|
-$780K
|
-7,327
|
-12%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.82M
|
+$1.84M
|
+17,288
|
+46%
|
|
|
18
|
|
$5.13M
|
-$10.7M
|
-100,365
|
-68%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.4M
|
+$375K
|
+3,521
|
+9%
|
|
|
20
|
Executive Wealth Management
Brighton,
Michigan
|
$4.12M
|
+$4.12M
|
+38,748
|
New
|
|
|
21
|
Bank of New York Mellon
New York
|
$3.64M
|
+$454K
|
+4,262
|
+14%
|
|
|
22
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$3.56M
|
+$2.98K
|
+28
|
+0.1%
|
|
|
23
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$3.51M
|
+$143K
|
+1,348
|
+4%
|
|
|
24
|
Bridge Advisory
Pasadena,
California
|
$3.48M
|
-$1.09M
|
-10,268
|
-24%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.92M
|
+$460K
|
+4,319
|
+19%
|
|
