|
1
|
AssetMark Inc
Concord,
California
|
$1.1B
|
+$76.2M
|
+2,129,220
|
+7%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$624M
|
+$649M
|
+18,132,120
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$290M
|
-$11M
|
-305,970
|
-4%
|
|
|
4
|
|
$268M
|
-$60.5M
|
-1,688,720
|
-18%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$195M
|
+$19.6M
|
+546,870
|
+11%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$186M
|
-$18M
|
-502,030
|
-8%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$147M
|
-$396K
|
-11,060
|
-0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$128M
|
-$18.1M
|
-506,110
|
-12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$120M
|
-$2.23M
|
-62,355
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$116M
|
-$36.6M
|
-1,021,845
|
-23%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85.9M
|
-$22.3M
|
-622,310
|
-20%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$67.2M
|
+$3.73M
|
+104,280
|
+6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.1M
|
+$2.24M
|
+62,635
|
+4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$48.7M
|
-$3.5M
|
-97,655
|
-6%
|
|
|
15
|
Angeles Wealth Management
Santa Monica,
California
|
$48.3M
|
+$566K
|
+15,810
|
+1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.6M
|
+$24.5M
|
+684,675
|
+124%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.8M
|
-$2.5M
|
-69,925
|
-6%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$37.1M
|
-$802K
|
-22,395
|
-2%
|
|
|
19
|
Means Investment Company
Bangor,
Maine
|
$32M
|
-$124K
|
-3,465
|
-0.4%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$30.5M
|
-$602K
|
-16,810
|
-2%
|
|
|
21
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$26.9M
|
+$28M
|
+782,360
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$26.2M
|
+$12M
|
+334,935
|
+78%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$23.8M
|
+$9.49M
|
+264,965
|
+62%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.5M
|
-$205M
|
-5,733,930
|
-89%
|
|
|
25
|
|
$22.4M
|
+$4.22M
|
+117,905
|
+22%
|
|
