|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.7M
|
+$2.82M
|
+26,175
|
+8%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$34.1M
|
+$917K
|
+8,504
|
+3%
|
|
|
3
|
|
$29.7M
|
+$3.14M
|
+29,148
|
+12%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$28.4M
|
+$1.48M
|
+13,678
|
+5%
|
|
|
5
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$18.1M
|
+$18.2M
|
+169,046
|
New
|
|
|
6
|
Asset Management One
Tokyo,
Japan
|
$15.6M
|
+$821K
|
+7,608
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$11.9M
|
+110,216
|
+339%
|
|
|
8
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$14.8M
|
+$3.64M
|
+33,734
|
+32%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$1.03M
|
+9,590
|
+9%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$11.9M
|
-$583K
|
-5,402
|
-5%
|
|
|
11
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.3M
|
+$107K
|
+990
|
+1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
-$1.93M
|
-17,904
|
-16%
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$9.74M
|
-$912K
|
-8,452
|
-8%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$8.8M
|
+$423K
|
+3,923
|
+5%
|
|
|
15
|
Great Diamond Partners
Portland,
Maine
|
$8.05M
|
+$8.11M
|
+75,227
|
New
|
|
|
16
|
Executive Wealth Management
Brighton,
Michigan
|
$7.94M
|
-$20.7K
|
-192
|
-0.3%
|
|
|
17
|
|
$7.79M
|
+$7.85M
|
+72,816
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.15M
|
-$1.02M
|
-9,426
|
-12%
|
|
|
19
|
|
$7.14M
|
+$1.14M
|
+10,576
|
+19%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.83M
|
-$225K
|
-2,085
|
-3%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$6M
|
-$827K
|
-7,670
|
-12%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$5.47M
|
-$62M
|
-574,659
|
-92%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
+$598K
|
+5,547
|
+13%
|
|
|
24
|
Bank of New York Mellon
New York
|
$5.15M
|
+$1.11M
|
+10,308
|
+27%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$3.07M
|
–
|
–
|
–
|
|
