|
1
|
Wells Fargo
San Francisco,
California
|
$92.4M
|
+$1.7M
|
+15,014
|
+2%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$67.6M
|
+$66.5M
|
+588,817
|
+6,608%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$54.2M
|
+$2.19M
|
+19,404
|
+4%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$48.6M
|
+$47.5M
|
+419,938
|
+4,230%
|
|
|
5
|
James Investment Research
Alpha,
Ohio
|
$14.8M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
+$2.66M
|
+23,565
|
+22%
|
|
|
7
|
|
$7.74M
|
-$1.31M
|
-11,632
|
-15%
|
|
|
8
|
Ashfield Capital Partners
San Francisco,
California
|
$6.97M
|
+$1.35M
|
+11,963
|
+24%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$6.76M
|
-$77.2K
|
-683
|
-1%
|
|
|
10
|
Managed Account Advisors
Jersey City,
New Jersey
|
$6.64M
|
-$5.87M
|
-51,964
|
-47%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.98M
|
+$616K
|
+5,447
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
+$4.36M
|
+38,554
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.24M
|
+$4.24M
|
+37,488
|
New
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.28M
|
+$50.9K
|
+450
|
+2%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$2.93M
|
+$96.7K
|
+856
|
+3%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$2.55M
|
+$1.22M
|
+10,793
|
+92%
|
|
|
17
|
Cambiar Investors
Denver,
Colorado
|
$2.11M
|
+$29.9K
|
+265
|
+1%
|
|
|
18
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.11M
|
–
|
–
|
–
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.83M
|
+$941K
|
+8,328
|
+106%
|
|
|
20
|
FolioMetrix
Omaha,
Nebraska
|
$1.63M
|
+$1.64M
|
+14,518
|
New
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
22
|
|
$1.48M
|
+$1.48M
|
+13,100
|
New
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$1.41M
|
–
|
–
|
–
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.38M
|
+$149K
|
+1,321
|
+12%
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.26M
|
-$35K
|
-310
|
-3%
|
|
