|
1
|
AssetMark Inc
Concord,
California
|
$3.55B
|
+$36M
|
+438,180
|
+1%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.52B
|
-$19.7M
|
-240,065
|
-1%
|
|
|
3
|
|
$1.09B
|
+$114M
|
+1,387,230
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$850M
|
+$56.2M
|
+684,770
|
+7%
|
|
|
5
|
Howard Capital Management
Roswell,
Georgia
|
$522M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$485M
|
+$2.11M
|
+25,670
|
+0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$454M
|
+$3.74M
|
+45,490
|
+0.8%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$439M
|
-$219M
|
-2,661,165
|
-33%
|
|
|
9
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$361M
|
+$16.9M
|
+206,015
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$315M
|
-$15.4M
|
-187,135
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$309M
|
+$16.5M
|
+201,090
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$277M
|
+$428K
|
+5,205
|
+0.2%
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$261M
|
+$38.5M
|
+468,915
|
+17%
|
|
|
14
|
Angeles Wealth Management
Santa Monica,
California
|
$243M
|
+$4.43M
|
+53,890
|
+2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214M
|
-$2.68M
|
-32,605
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189M
|
+$6.67M
|
+81,225
|
+4%
|
|
|
17
|
|
$186M
|
+$2.33M
|
+28,340
|
+1%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$152M
|
+$11.1M
|
+135,515
|
+8%
|
|
|
19
|
Facet Wealth Inc
Baltimore,
Maryland
|
$127M
|
+$12M
|
+146,660
|
+11%
|
|
|
20
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$113M
|
-$697K
|
-8,485
|
-0.6%
|
|
|
21
|
Kensington Asset Management
Austin,
Texas
|
$109M
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$101M
|
-$13.8M
|
-168,150
|
-12%
|
|
|
23
|
Portfolio Strategies
Monsey,
New York
|
$98.5M
|
-$2.74M
|
-33,395
|
-3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.6M
|
-$194M
|
-2,356,565
|
-67%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.5M
|
+$8.18M
|
+99,630
|
+9%
|
|
