|
1
|
Wells Fargo
San Francisco,
California
|
$94M
|
-$1.49M
|
-13,121
|
-2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$57.2M
|
+$659K
|
+5,805
|
+1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$47.5M
|
-$81.1M
|
-715,230
|
-63%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.1M
|
+$9.76M
|
+86,011
|
+86%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$20.2M
|
+178,499
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
-$1.59M
|
-13,980
|
-8%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$16.8M
|
+$80.2K
|
+707
|
+0.5%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$15.1M
|
-$459K
|
-4,047
|
-3%
|
|
|
9
|
|
$11.8M
|
+$854K
|
+7,531
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.93M
|
+$7.64M
|
+67,366
|
+331%
|
|
|
11
|
|
$9.42M
|
+$9.44M
|
+83,226
|
New
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$8.06M
|
-$20.8K
|
-183
|
-0.3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.63M
|
+$4.22M
|
+37,238
|
+123%
|
|
|
14
|
Ashfield Capital Partners
San Francisco,
California
|
$7.17M
|
-$137K
|
-1,207
|
-2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.41M
|
+$1.17M
|
+10,308
|
+28%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.33M
|
+$4.27M
|
+37,609
|
+396%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.21M
|
+$712K
|
+6,278
|
+16%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.11M
|
+$360K
|
+3,175
|
+10%
|
|
|
19
|
AFAM Capital
Austin,
Texas
|
$3.88M
|
+$3.89M
|
+34,276
|
New
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.81M
|
+$3.43M
|
+30,198
|
+873%
|
|
|
21
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$3.54M
|
+$81.7K
|
+720
|
+2%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$3.34M
|
+$184K
|
+1,619
|
+6%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.91M
|
-$190K
|
-1,679
|
-6%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.87M
|
+$412K
|
+3,631
|
+17%
|
|
|
25
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.86M
|
-$29.4K
|
-259
|
-1%
|
|
