|
1
|
State Street
Boston,
Massachusetts
|
$146M
|
-$6.1M
|
-54,076
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$79.7M
|
+$221K
|
+1,958
|
+0.3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$57.5M
|
+$640K
|
+5,677
|
+1%
|
|
|
4
|
WBI Investments
Red Bank,
New Jersey
|
$28.5M
|
+$28.4M
|
+251,861
|
New
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$17.1M
|
+$6.28M
|
+55,737
|
+58%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$14.1M
|
+$77.6K
|
+688
|
+0.6%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
+$3.05M
|
+27,080
|
+33%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$4.03M
|
-35,727
|
-25%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$10.6M
|
+$5.1M
|
+45,244
|
+94%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$4.21M
|
-37,352
|
-29%
|
|
|
11
|
|
$9.8M
|
+$48.8K
|
+433
|
+0.5%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$7.75M
|
-$11.1M
|
-98,375
|
-59%
|
|
|
13
|
|
$6.95M
|
-$1.24M
|
-10,982
|
-15%
|
|
|
14
|
James Investment Research
Alpha,
Ohio
|
$6.87M
|
-$669K
|
-5,929
|
-9%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.15M
|
+$388K
|
+3,438
|
+7%
|
|
|
16
|
|
$5.11M
|
+$5.09M
|
+45,159
|
+4,515,900%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$4.99M
|
+$3.89M
|
+34,476
|
+355%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.4M
|
+$4.39M
|
+38,958
|
New
|
|
|
19
|
SG Americas Securities
New York
|
$4.03M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
+$68.2K
|
+605
|
+2%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.77M
|
+$291K
|
+2,581
|
+12%
|
|
|
22
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.58M
|
+$15K
|
+133
|
+0.6%
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$2.58M
|
+$52.3K
|
+464
|
+2%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.58M
|
-$210K
|
-1,865
|
-8%
|
|
|
25
|
|
$1.87M
|
+$281K
|
+2,495
|
+18%
|
|
