|
1
|
Wells Fargo
San Francisco,
California
|
$94.5M
|
-$3.54M
|
-31,196
|
-4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$56.1M
|
+$1.07M
|
+9,423
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$41.6M
|
+$7M
|
+61,637
|
+20%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$17.9M
|
-$703K
|
-6,195
|
-4%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$17.5M
|
+$536K
|
+4,722
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$704K
|
-6,205
|
-6%
|
|
|
7
|
James Investment Research
Alpha,
Ohio
|
$8.49M
|
+$8.52M
|
+75,031
|
New
|
|
|
8
|
|
$8.4M
|
+$1.14M
|
+10,079
|
+16%
|
|
|
9
|
Managed Account Advisors
Jersey City,
New Jersey
|
$7.78M
|
+$935K
|
+8,235
|
+14%
|
|
|
10
|
Ashfield Capital Partners
San Francisco,
California
|
$7.35M
|
+$118K
|
+1,040
|
+2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.21M
|
+$5.46M
|
+48,075
|
+708%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.5M
|
-$413K
|
-3,638
|
-8%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.48M
|
-$474K
|
-4,180
|
-10%
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.37M
|
+$42.9K
|
+378
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.35M
|
-$658K
|
-5,794
|
-16%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$3.21M
|
+$200K
|
+1,759
|
+7%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.17M
|
+$514K
|
+4,532
|
+19%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.56M
|
-$165K
|
-1,453
|
-6%
|
|
|
19
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.13M
|
–
|
–
|
–
|
|
|
20
|
Cambiar Investors
Denver,
Colorado
|
$2.06M
|
+$6.24K
|
+55
|
+0.3%
|
|
|
21
|
BlackRock Advisors
Wilmington,
Delaware
|
$2.02M
|
+$754K
|
+6,643
|
+59%
|
|
|
22
|
Evercore Wealth Management
New York
|
$2.02M
|
+$843K
|
+7,430
|
+71%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$1.81M
|
+$403K
|
+3,549
|
+29%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$900K
|
+7,926
|
+111%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$1.5M
|
–
|
–
|
–
|
|
