|
1
|
AssetMark Inc
Concord,
California
|
$41.7M
|
-$8.27M
|
-76,578
|
-17%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$35.8M
|
+$1.01M
|
+9,382
|
+3%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$35.6M
|
-$1.1M
|
-10,178
|
-3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$29.3M
|
+$5.01M
|
+46,440
|
+21%
|
|
|
5
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$17M
|
-$3.65M
|
-33,824
|
-18%
|
|
|
6
|
|
$16.8M
|
+$4.14M
|
+38,335
|
+33%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$16M
|
-$183K
|
-1,699
|
-1%
|
|
|
8
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$15.1M
|
+$1.86M
|
+17,213
|
+14%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$14.8M
|
+$972K
|
+9,006
|
+7%
|
|
|
10
|
Asset Management One
Tokyo,
Japan
|
$13.2M
|
-$71.2K
|
-659
|
-0.5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$8.54M
|
+79,123
|
+193%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$814K
|
+7,542
|
+7%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$11.1M
|
-$343K
|
-3,176
|
-3%
|
|
|
14
|
Arvest Investments
Lowell,
Arkansas
|
$10.8M
|
+$354K
|
+3,279
|
+3%
|
|
|
15
|
Bank of New York Mellon
New York
|
$10.7M
|
+$1.96M
|
+18,159
|
+22%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$9.34M
|
+$669K
|
+6,195
|
+8%
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.34M
|
-$715K
|
-6,618
|
-7%
|
|
|
18
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.67M
|
-$155K
|
-1,439
|
-2%
|
|
|
19
|
Executive Wealth Management
Brighton,
Michigan
|
$8.52M
|
+$844K
|
+7,816
|
+11%
|
|
|
20
|
Mason & Associates (California)
Los Angeles,
California
|
$8.48M
|
+$8.48M
|
+78,518
|
New
|
|
|
21
|
Great Diamond Partners
Portland,
Maine
|
$8.37M
|
+$6.48K
|
+60
|
+0.1%
|
|
|
22
|
|
$7.03M
|
-$829K
|
-7,678
|
-11%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$6.57M
|
+$918K
|
+8,503
|
+16%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
-$26.2K
|
-243
|
-0.5%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.01M
|
-$313K
|
-2,902
|
-6%
|
|
