|
1
|
AssetMark Inc
Concord,
California
|
$3.73B
|
-$4.02M
|
-47,136
|
-0.1%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.66B
|
+$20M
|
+233,798
|
+1%
|
|
|
3
|
|
$1.16B
|
+$35.3M
|
+413,542
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$884M
|
-$9.81M
|
-114,985
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$513M
|
+$5.1M
|
+59,786
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$453M
|
-$3.42M
|
-40,033
|
-0.8%
|
|
|
7
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$378M
|
–
|
–
|
–
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$369M
|
-$12.8M
|
-149,555
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$342M
|
-$8.4M
|
-98,436
|
-2%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$320M
|
+$79.4M
|
+929,922
|
+34%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$312M
|
-$203K
|
-2,377
|
-0.1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$288M
|
-$40.7M
|
-476,481
|
-13%
|
|
|
13
|
|
$262M
|
+$23.7M
|
+278,132
|
+10%
|
|
|
14
|
Angeles Wealth Management
Santa Monica,
California
|
$252M
|
+$1.16M
|
+13,641
|
+0.5%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$229M
|
-$4.96M
|
-58,099
|
-2%
|
|
|
16
|
Howard Capital Management
Roswell,
Georgia
|
$200M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$195M
|
-$9.38M
|
-109,944
|
-5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$187M
|
-$3.67M
|
-43,024
|
-2%
|
|
|
19
|
Facet Wealth Inc
Baltimore,
Maryland
|
$162M
|
+$18.1M
|
+212,352
|
+13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$130M
|
+$3.91M
|
+45,757
|
+3%
|
|
|
21
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$121M
|
-$357K
|
-4,178
|
-0.3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$107M
|
+$2.13M
|
+24,973
|
+2%
|
|
|
23
|
Falcon Wealth Planning
Ontario,
California
|
$105M
|
+$2.54M
|
+29,809
|
+3%
|
|
|
24
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$105M
|
+$1.55M
|
+18,178
|
+2%
|
|
|
25
|
Portfolio Strategies
Monsey,
New York
|
$103M
|
+$243K
|
+2,853
|
+0.2%
|
|
