|
1
|
State Street
Boston,
Massachusetts
|
$154M
|
+$152M
|
+1,325,695
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$81M
|
-$19.1M
|
-166,045
|
-19%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.4M
|
+$357K
|
+3,104
|
+0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
-$704K
|
-6,130
|
-3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$17.6M
|
+$700K
|
+6,092
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$984K
|
+8,568
|
+7%
|
|
|
7
|
|
$14.6M
|
+$12M
|
+104,370
|
+480%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$12.4M
|
+$1.41M
|
+12,282
|
+13%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$11.7M
|
+$3.97M
|
+34,552
|
+52%
|
|
|
10
|
|
$11.5M
|
-$147K
|
-1,281
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.49M
|
+$954K
|
+8,304
|
+13%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$8.05M
|
-$8.5K
|
-74
|
-0.1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.63M
|
+$722K
|
+6,284
|
+11%
|
|
|
14
|
|
$7.43M
|
+$1.79M
|
+15,617
|
+32%
|
|
|
15
|
Ashfield Capital Partners
San Francisco,
California
|
$6.75M
|
-$189K
|
-1,645
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.33M
|
-$4.96M
|
-43,209
|
-48%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$5M
|
+$364K
|
+3,168
|
+8%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.95M
|
-$496K
|
-4,320
|
-9%
|
|
|
19
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3.05M
|
+$129K
|
+1,122
|
+4%
|
|
|
20
|
BlackRock Advisors
Wilmington,
Delaware
|
$3M
|
-$21.4K
|
-186
|
-0.7%
|
|
|
21
|
LVZ Inc
Holland,
Michigan
|
$2.99M
|
+$186K
|
+1,621
|
+7%
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.95M
|
-$30.4K
|
-265
|
-1%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.6M
|
+$95.4K
|
+830
|
+4%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.55M
|
+$37.1K
|
+323
|
+1%
|
|
|
25
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.96M
|
–
|
–
|
–
|
|
