|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$123M
|
+$121M
|
+1,223,881
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$92.1M
|
+$6.79M
|
+68,726
|
+8%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$76.9M
|
+$27.6M
|
+279,461
|
+57%
|
|
|
4
|
|
$76.9M
|
+$51.9M
|
+525,208
|
+217%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.9M
|
+$1.51M
|
+15,312
|
+3%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$44.8M
|
+$39.1M
|
+395,877
|
+772%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.4M
|
+$18.1M
|
+183,608
|
+71%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$31.9M
|
+$6.2M
|
+62,778
|
+25%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$23.5M
|
-$5.5M
|
-55,676
|
-19%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
+$145K
|
+1,464
|
+0.7%
|
|
|
11
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$22M
|
+$21.7M
|
+219,859
|
New
|
|
|
12
|
|
$21.8M
|
+$2M
|
+20,213
|
+10%
|
|
|
13
|
Financial Management Professionals
Austin,
Texas
|
$15.3M
|
+$15.1M
|
+153,159
|
New
|
|
|
14
|
Value Monitoring
Menlo Park,
California
|
$12.3M
|
+$12.1M
|
+122,300
|
New
|
|
|
15
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$11.9M
|
+$11.7M
|
+118,551
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$158K
|
+1,599
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$931K
|
+9,428
|
+9%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$10.3M
|
+$5.72M
|
+57,952
|
+130%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10M
|
-$140K
|
-1,419
|
-1%
|
|
|
20
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.95M
|
+$2.85M
|
+28,914
|
+41%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.27M
|
-$571K
|
-5,787
|
-6%
|
|
|
22
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$9.17M
|
+$9.04M
|
+91,543
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.17M
|
+$2.67M
|
+27,074
|
+42%
|
|
|
24
|
|
$9.16M
|
+$9.03M
|
+91,425
|
New
|
|
|
25
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.87M
|
+$82K
|
+831
|
+0.9%
|
|
