|
1
|
AssetMark Inc
Concord,
California
|
$50.1M
|
-$2.97M
|
-27,938
|
-6%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$36.8M
|
+$36.2M
|
+339,760
|
New
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$34.9M
|
-$379K
|
-3,559
|
-1%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$24.4M
|
-$4.66M
|
-43,761
|
-16%
|
|
|
5
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$20.8M
|
+$843K
|
+7,917
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
-$56.4K
|
-530
|
-0.4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
+$3.29M
|
+30,884
|
+27%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$13.8M
|
+$2.01M
|
+18,917
|
+17%
|
|
|
9
|
Asset Management One
Tokyo,
Japan
|
$13.3M
|
-$1.51M
|
-14,145
|
-10%
|
|
|
10
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$13.2M
|
-$1.87M
|
-17,597
|
-13%
|
|
|
11
|
|
$12.7M
|
+$2.95M
|
+27,756
|
+31%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$828K
|
+7,782
|
+8%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$11.5M
|
-$365K
|
-3,430
|
-3%
|
|
|
14
|
Arvest Investments
Lowell,
Arkansas
|
$10.5M
|
+$10.3M
|
+96,516
|
New
|
|
|
15
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.1M
|
-$528K
|
-4,962
|
-5%
|
|
|
16
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.86M
|
-$663K
|
-6,228
|
-7%
|
|
|
17
|
Bank of New York Mellon
New York
|
$8.76M
|
+$851K
|
+7,993
|
+11%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$8.7M
|
-$1.37M
|
-12,904
|
-14%
|
|
|
19
|
Great Diamond Partners
Portland,
Maine
|
$8.4M
|
+$204K
|
+1,912
|
+3%
|
|
|
20
|
|
$7.89M
|
+$695K
|
+6,533
|
+10%
|
|
|
21
|
Executive Wealth Management
Brighton,
Michigan
|
$7.77M
|
-$204K
|
-1,921
|
-3%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.3M
|
-$1.51M
|
-14,181
|
-17%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$5.67M
|
-$4.58K
|
-43
|
-0.1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.57M
|
+$364K
|
+3,417
|
+7%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.35M
|
-$621K
|
-5,833
|
-11%
|
|
