|
1
|
Charles Schwab
San Francisco,
California
|
$11.2B
|
+$113M
|
+4,241,879
|
+1%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$582M
|
+$117M
|
+4,370,263
|
+26%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$250M
|
+$11.5M
|
+428,778
|
+5%
|
|
|
4
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$248M
|
+$9.46M
|
+353,656
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$231M
|
+$31.5M
|
+1,177,857
|
+16%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$226M
|
+$221M
|
+8,266,612
|
+32,897%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$218M
|
+$4.06M
|
+151,765
|
+2%
|
|
|
8
|
Steele Capital Management
Dubuque,
Iowa
|
$166M
|
+$1.67M
|
+62,294
|
+1%
|
|
|
9
|
|
$142M
|
+$8.6M
|
+321,287
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
-$27.1M
|
-1,012,283
|
-16%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$140M
|
+$16M
|
+598,218
|
+13%
|
|
|
12
|
Glassman Wealth Services
Vienna,
Virginia
|
$127M
|
+$3.5K
|
+131
|
+0%
|
|
|
13
|
Northwest Bancshares
Warren,
Pennsylvania
|
$111M
|
-$46.6M
|
-1,739,909
|
-30%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$103M
|
+$6.63M
|
+247,824
|
+7%
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$95M
|
-$2.77M
|
-103,662
|
-3%
|
|
|
16
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$85.5M
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$85.2M
|
+$1.14M
|
+42,476
|
+1%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
$84.6M
|
+$1.54M
|
+57,710
|
+2%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$72.1M
|
-$254K
|
-9,505
|
-0.4%
|
|
|
20
|
Bank of New York Mellon
New York
|
$68.8M
|
+$65.5M
|
+2,448,747
|
+3,064%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$67M
|
-$8.54M
|
-319,258
|
-11%
|
|
|
22
|
Reston Wealth Management
Reston,
Virginia
|
$64.8M
|
+$923K
|
+34,492
|
+1%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$64.1M
|
+$287K
|
+10,709
|
+0.5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$63.7M
|
-$5.36M
|
-200,452
|
-8%
|
|
|
25
|
Lee Financial
Dallas,
Texas
|
$63.2M
|
-$1.45M
|
-54,358
|
-2%
|
|
