|
1
|
Wells Fargo
San Francisco,
California
|
$84.4M
|
+$4.22M
|
+37,125
|
+5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.2M
|
+$343K
|
+3,020
|
+0.6%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$16.1M
|
-$1.09M
|
-9,637
|
-6%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$641K
|
+5,641
|
+5%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.3M
|
+$1.61M
|
+14,153
|
+15%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$155K
|
-1,367
|
-1%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$11.8M
|
-$2.33M
|
-20,548
|
-16%
|
|
|
8
|
WBI Investments
Red Bank,
New Jersey
|
$8.74M
|
-$19.9M
|
-175,018
|
-69%
|
|
|
9
|
|
$8.24M
|
-$1.62M
|
-14,219
|
-16%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$7.84M
|
+$47.8K
|
+421
|
+0.6%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$6.62M
|
-$281K
|
-2,477
|
-4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.58M
|
-$4.04M
|
-35,570
|
-38%
|
|
|
13
|
|
$6.53M
|
-$461K
|
-4,055
|
-7%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.07M
|
-$109K
|
-962
|
-2%
|
|
|
15
|
|
$5.55M
|
+$412K
|
+3,629
|
+8%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.1M
|
+$672K
|
+5,913
|
+15%
|
|
|
17
|
SG Americas Securities
New York
|
$4.06M
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$4.01M
|
-$1.01M
|
-8,931
|
-20%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
+$36K
|
+317
|
+1%
|
|
|
20
|
Virtu KCG Holdings
New York
|
$3.16M
|
+$3.16M
|
+27,786
|
New
|
|
|
21
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$2.93M
|
+$2.08M
|
+18,306
|
+246%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.78M
|
+$454
|
+4
|
+0%
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$2.62M
|
+$22.2K
|
+195
|
+0.9%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.58M
|
-$13.7K
|
-121
|
-0.5%
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.54M
|
-$50.1K
|
-441
|
-2%
|
|
