|
1
|
Charles Schwab
San Francisco,
California
|
$74M
|
+$91.6M
|
+3,133,453
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
+$1.71M
|
+58,364
|
+7%
|
|
|
3
|
|
$20.7M
|
+$24.6M
|
+839,740
|
+2,153%
|
|
|
4
|
Permanens Capital
New York
|
$19.7M
|
+$1.21M
|
+41,274
|
+5%
|
|
|
5
|
|
$18.3M
|
+$2.22M
|
+75,946
|
+11%
|
|
|
6
|
|
$17.1M
|
-$9.02M
|
-308,388
|
-30%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$5.35M
|
+182,942
|
+36%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
-$33.2M
|
-1,134,886
|
-71%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.93M
|
-$2.8M
|
-95,756
|
-19%
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$7.52M
|
+$5.68M
|
+194,317
|
+156%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$7.38M
|
-$201K
|
-6,880
|
-2%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$5.8M
|
+$766K
|
+26,209
|
+12%
|
|
|
13
|
M&R Capital Management
Summit,
New Jersey
|
$5.71M
|
-$158K
|
-5,388
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.47M
|
-$926K
|
-31,667
|
-12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.16M
|
-$222K
|
-7,582
|
-3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.51M
|
+$4.09M
|
+139,812
|
+1,595%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.34M
|
+$1.54M
|
+52,606
|
+59%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.92M
|
-$22.1M
|
-755,502
|
-86%
|
|
|
19
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.53M
|
+$10.3K
|
+353
|
+0.3%
|
|
|
20
|
|
$2.35M
|
-$9.18M
|
-314,100
|
-76%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
+$2.22M
|
+75,811
|
New
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$1.67M
|
+$60.3K
|
+2,061
|
+3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$1.59M
|
-$1.19M
|
-40,690
|
-38%
|
|
|
24
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.22M
|
-$1.28M
|
-43,912
|
-46%
|
|
|
25
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$1.21M
|
-$4M
|
-136,955
|
-73%
|
|
