|
1
|
Charles Schwab
San Francisco,
California
|
$11.7B
|
+$169M
|
+5,979,401
|
+1%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$766M
|
+$173M
|
+6,102,140
|
+29%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$347M
|
+$118M
|
+4,162,731
|
+50%
|
|
|
4
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$266M
|
+$12.5M
|
+441,607
|
+5%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$261M
|
+$5.39M
|
+190,377
|
+2%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$235M
|
+$11.2M
|
+396,756
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$227M
|
-$9.17M
|
-323,515
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$184M
|
+$41.6M
|
+1,468,243
|
+28%
|
|
|
9
|
Steele Capital Management
Dubuque,
Iowa
|
$175M
|
+$5.31M
|
+187,464
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$162M
|
+$19.1M
|
+673,893
|
+13%
|
|
|
11
|
|
$151M
|
+$6.07M
|
+214,259
|
+4%
|
|
|
12
|
Glassman Wealth Services
Vienna,
Virginia
|
$130M
|
+$151K
|
+5,341
|
+0.1%
|
|
|
13
|
Northwest Bancshares
Warren,
Pennsylvania
|
$111M
|
-$3.38M
|
-119,197
|
-3%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$108M
|
+$3.08M
|
+108,569
|
+3%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$89.6M
|
+$3.09M
|
+109,011
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$87.6M
|
+$379K
|
+13,371
|
+0.4%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$85M
|
-$12.5M
|
-442,644
|
-13%
|
|
|
18
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$75.3M
|
-$12.4M
|
-437,937
|
-14%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$74.7M
|
+$979K
|
+34,540
|
+1%
|
|
|
20
|
Bank of New York Mellon
New York
|
$73.2M
|
+$2.86M
|
+101,050
|
+4%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$69.5M
|
+$931K
|
+32,851
|
+1%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$66M
|
+$418K
|
+14,759
|
+0.6%
|
|
|
23
|
Reston Wealth Management
Reston,
Virginia
|
$64.9M
|
-$1.45M
|
-51,204
|
-2%
|
|
|
24
|
Lee Financial
Dallas,
Texas
|
$60.8M
|
-$3.98M
|
-140,451
|
-6%
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$60.7M
|
+$4.68M
|
+165,072
|
+8%
|
|
