|
1
|
State Street
Boston,
Massachusetts
|
$156M
|
+$2.39M
|
+20,672
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$79.4M
|
-$1.48M
|
-12,847
|
-2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.3M
|
+$55.8K
|
+483
|
+0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
+$1.24M
|
+10,752
|
+6%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$18.6M
|
+$969K
|
+8,383
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
+$768K
|
+6,646
|
+5%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$14M
|
+$1.58M
|
+13,687
|
+13%
|
|
|
8
|
|
$11.1M
|
-$3.45M
|
-29,841
|
-24%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.72M
|
+$1.25M
|
+10,828
|
+15%
|
|
|
10
|
|
$8.17M
|
-$3.35M
|
-28,995
|
-29%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$7.8M
|
-$235K
|
-2,035
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.05M
|
-$561K
|
-4,855
|
-7%
|
|
|
13
|
Ashfield Capital Partners
San Francisco,
California
|
$6.63M
|
-$100K
|
-869
|
-1%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.14M
|
+$162K
|
+1,399
|
+3%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.97M
|
+$33.6K
|
+291
|
+0.7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.7M
|
+$3.08M
|
+26,639
|
+190%
|
|
|
17
|
SG Americas Securities
New York
|
$4.13M
|
+$2.61M
|
+22,600
|
+173%
|
|
|
18
|
|
$3.82M
|
-$3.59M
|
-31,050
|
-48%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.56M
|
+$968K
|
+8,375
|
+37%
|
|
|
20
|
BlackRock Advisors
Wilmington,
Delaware
|
$3.4M
|
+$407K
|
+3,519
|
+14%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$2.95M
|
+$2.69M
|
+23,263
|
+1,039%
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.92M
|
-$27.4K
|
-237
|
-0.9%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.89M
|
-$2.41M
|
-20,888
|
-45%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.63M
|
+$90.1K
|
+780
|
+4%
|
|
|
25
|
Cambiar Investors
Denver,
Colorado
|
$2.28M
|
+$2.28M
|
+19,757
|
New
|
|
