|
1
|
Charles Schwab
San Francisco,
California
|
$11.7B
|
-$1.34B
|
-44,452,895
|
-11%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$897M
|
+$40.8M
|
+1,350,281
|
+5%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$475M
|
+$84.9M
|
+2,814,396
|
+23%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$340M
|
+$47.1M
|
+1,561,245
|
+17%
|
|
|
5
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$303M
|
+$5.32M
|
+176,225
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$265M
|
+$11.2M
|
+372,051
|
+5%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$232M
|
-$28.7M
|
-952,317
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$219M
|
+$12.6M
|
+416,802
|
+6%
|
|
|
9
|
Steele Capital Management
Dubuque,
Iowa
|
$200M
|
+$3.72M
|
+123,253
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$195M
|
+$13.1M
|
+435,438
|
+7%
|
|
|
11
|
|
$184M
|
+$14.3M
|
+472,446
|
+9%
|
|
|
12
|
Glassman Wealth Services
Vienna,
Virginia
|
$143M
|
-$1.89M
|
-62,675
|
-1%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$128M
|
+$6.79M
|
+224,866
|
+6%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$112M
|
+$11.7M
|
+387,946
|
+12%
|
|
|
15
|
Northwest Bancshares
Warren,
Pennsylvania
|
$107M
|
-$16.1M
|
-532,386
|
-13%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$7.32M
|
+242,438
|
+8%
|
|
|
17
|
Bank of New York Mellon
New York
|
$99.4M
|
+$17.1M
|
+566,994
|
+22%
|
|
|
18
|
AlphaCore Capital
La Jolla,
California
|
$90.9M
|
-$3.87M
|
-128,213
|
-4%
|
|
|
19
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$84.2M
|
+$77.9K
|
+2,580
|
+0.1%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$83.6M
|
+$137K
|
+4,524
|
+0.2%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$83.5M
|
+$5.73M
|
+190,007
|
+8%
|
|
|
22
|
Reston Wealth Management
Reston,
Virginia
|
$73.6M
|
+$1.1M
|
+36,444
|
+2%
|
|
|
23
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$73.4M
|
+$46.5M
|
+1,542,111
|
+188%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$73.1M
|
-$633K
|
-20,986
|
-0.9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$70.9M
|
+$3.12M
|
+103,271
|
+5%
|
|
