|
1
|
Wells Fargo
San Francisco,
California
|
$84.6M
|
-$11.3M
|
-101,968
|
-12%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$42.3M
|
+$947K
|
+8,507
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
-$1.8M
|
-16,148
|
-8%
|
|
|
4
|
James Investment Research
Alpha,
Ohio
|
$17.1M
|
–
|
–
|
–
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$16.3M
|
+$13M
|
+116,458
|
+375%
|
|
|
6
|
|
$15.4M
|
-$2.75M
|
-24,689
|
-15%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$9.15M
|
+82,238
|
+353%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.4M
|
+$10.5M
|
+94,169
|
New
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.89M
|
-$745K
|
-6,699
|
-8%
|
|
|
10
|
|
$8M
|
+$5.71M
|
+51,299
|
+243%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$7.5M
|
-$56.2K
|
-505
|
-0.7%
|
|
|
12
|
|
$6.44M
|
+$359K
|
+3,229
|
+6%
|
|
|
13
|
Ashfield Capital Partners
San Francisco,
California
|
$6.18M
|
+$842K
|
+7,569
|
+16%
|
|
|
14
|
Bluefin Capital Management
New York
|
$5.6M
|
+$1.67M
|
+15,001
|
+42%
|
|
|
15
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.06M
|
-$292K
|
-2,628
|
-9%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$2.96M
|
-$7.86M
|
-70,656
|
-72%
|
|
|
17
|
Virtu KCG Holdings
New York
|
$2.84M
|
+$2.86M
|
+25,679
|
New
|
|
|
18
|
First National Bank of Omaha
Omaha,
Nebraska
|
$2.16M
|
-$39.8K
|
-358
|
-2%
|
|
|
19
|
Cambiar Investors
Denver,
Colorado
|
$2.11M
|
-$219K
|
-1,968
|
-9%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$1.94M
|
+$487K
|
+4,378
|
+33%
|
|
|
21
|
|
$1.53M
|
+$97.8K
|
+879
|
+7%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$1.47M
|
-$298K
|
-2,675
|
-17%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.43M
|
-$117K
|
-1,050
|
-8%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$1.36M
|
-$81.9K
|
-736
|
-6%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$974K
|
+$229K
|
+2,055
|
+30%
|
|
