|
1
|
AssetMark Inc
Concord,
California
|
$3.42B
|
+$214M
|
+2,793,010
|
+7%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.5B
|
-$6.96M
|
-90,625
|
-0.5%
|
|
|
3
|
|
$955M
|
+$15.3M
|
+198,840
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$773M
|
-$12.4M
|
-161,865
|
-2%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$642M
|
-$27.9M
|
-362,955
|
-4%
|
|
|
6
|
Howard Capital Management
Roswell,
Georgia
|
$509M
|
-$2.04M
|
-26,645
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$470M
|
+$25.3M
|
+329,785
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$439M
|
+$46.9M
|
+611,375
|
+13%
|
|
|
9
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$336M
|
+$320M
|
+4,169,600
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$322M
|
+$6.62M
|
+86,270
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$285M
|
+$3.26M
|
+42,530
|
+1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$281M
|
+$30.3M
|
+394,935
|
+13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$270M
|
-$750K
|
-9,775
|
-0.3%
|
|
|
14
|
Angeles Wealth Management
Santa Monica,
California
|
$233M
|
+$1.24M
|
+16,190
|
+0.6%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$217M
|
+$69.5M
|
+905,660
|
+51%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$211M
|
-$2.83M
|
-36,865
|
-1%
|
|
|
17
|
|
$179M
|
-$1.92M
|
-25,025
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$177M
|
-$528K
|
-6,875
|
-0.3%
|
|
|
19
|
Angeles Investment Advisors
Santa Monica,
California
|
$145M
|
-$38.1M
|
-496,000
|
-22%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$140M
|
-$13.7M
|
-178,795
|
-9%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$137M
|
+$2.38M
|
+31,040
|
+2%
|
|
|
22
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$121M
|
-$13.7M
|
-178,665
|
-11%
|
|
|
23
|
Facet Wealth Inc
Baltimore,
Maryland
|
$112M
|
+$4.28M
|
+55,755
|
+4%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$112M
|
+$1.96M
|
+25,540
|
+2%
|
|
|
25
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$111M
|
-$15.3K
|
-200
|
-0%
|
|
