|
1
|
Wells Fargo
San Francisco,
California
|
$98.9M
|
+$5.66M
|
+49,572
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.5M
|
+$844K
|
+7,391
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$34.9M
|
-$14.1M
|
-123,870
|
-29%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$18.7M
|
+$16.1M
|
+141,384
|
+628%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$17.1M
|
+$10.3M
|
+89,991
|
+150%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
-$2.39M
|
-20,895
|
-16%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.8M
|
-$58.4M
|
-511,906
|
-86%
|
|
|
8
|
James Investment Research
Alpha,
Ohio
|
$8.81M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.22M
|
+$7.8M
|
+68,347
|
+1,860%
|
|
|
10
|
|
$7.33M
|
-$490K
|
-4,296
|
-6%
|
|
|
11
|
Ashfield Capital Partners
San Francisco,
California
|
$7.3M
|
+$263K
|
+2,306
|
+4%
|
|
|
12
|
Managed Account Advisors
Jersey City,
New Jersey
|
$6.91M
|
+$204K
|
+1,784
|
+3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5M
|
-$35.7K
|
-313
|
-0.7%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.96M
|
+$674K
|
+5,903
|
+16%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.04M
|
-$362K
|
-3,168
|
-8%
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.36M
|
+$46.3K
|
+406
|
+1%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$3.05M
|
+$79.6K
|
+697
|
+3%
|
|
|
18
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.77M
|
+$2.77M
|
+24,283
|
New
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.74M
|
+$892K
|
+7,811
|
+48%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.68M
|
+$1.29M
|
+11,319
|
+93%
|
|
|
21
|
Virtu KCG Holdings
New York
|
$2.48M
|
+$2.47M
|
+21,664
|
New
|
|
|
22
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.08M
|
–
|
–
|
–
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$2.07M
|
-$61K
|
-534
|
-3%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$1.51M
|
–
|
–
|
–
|
|
|
25
|
HM Payson & Co
Portland,
Maine
|
$1.42M
|
–
|
–
|
–
|
|
