|
1
|
State Street
Boston,
Massachusetts
|
$152M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$79.2M
|
+$1.88M
|
+16,510
|
+2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$56.6M
|
-$193K
|
-1,699
|
-0.3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$18.8M
|
+$713K
|
+6,266
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
-$4.16M
|
-36,600
|
-20%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$534K
|
-4,691
|
-3%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$13.9M
|
+$317K
|
+2,787
|
+2%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$10.7M
|
+$7.95M
|
+69,831
|
+274%
|
|
|
9
|
|
$9.71M
|
-$1.14M
|
-10,025
|
-10%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.2M
|
-$274K
|
-2,406
|
-3%
|
|
|
11
|
|
$8.16M
|
+$207K
|
+1,816
|
+3%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$7.51M
|
-$92.4K
|
-812
|
-1%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.74M
|
+$899K
|
+7,897
|
+18%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$5.45M
|
+$445K
|
+3,914
|
+9%
|
|
|
15
|
Ashfield Capital Partners
San Francisco,
California
|
$5.32M
|
-$1.16M
|
-10,174
|
-18%
|
|
|
16
|
SG Americas Securities
New York
|
$4.02M
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
-$3.25M
|
-28,573
|
-47%
|
|
|
18
|
BlackRock Advisors
Wilmington,
Delaware
|
$3.34M
|
+$29.5K
|
+259
|
+0.9%
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.84M
|
+$274K
|
+2,410
|
+11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8M
|
-$1.8M
|
-15,847
|
-39%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.78M
|
-$62.8K
|
-552
|
-2%
|
|
|
22
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.56M
|
+$715K
|
+6,282
|
+38%
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$2.52M
|
+$298K
|
+2,619
|
+13%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.47M
|
-$1.01M
|
-8,904
|
-29%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.96M
|
-$872K
|
-7,664
|
-31%
|
|
