|
1
|
Wells Fargo
San Francisco,
California
|
$85.5M
|
+$1.14M
|
+9,977
|
+1%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.4M
|
+$273K
|
+2,393
|
+0.5%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$18M
|
+$1.96M
|
+17,186
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$2.22M
|
+19,516
|
+18%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.4M
|
+$1.1M
|
+9,683
|
+9%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.2M
|
+$149K
|
+1,307
|
+1%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$11.7M
|
-$162K
|
-1,425
|
-1%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.91M
|
+$837K
|
+7,351
|
+14%
|
|
|
9
|
|
$6.84M
|
+$314K
|
+2,755
|
+5%
|
|
|
10
|
|
$6.51M
|
+$971K
|
+8,522
|
+17%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$6.27M
|
-$353K
|
-3,101
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.48M
|
-$1.1M
|
-9,670
|
-17%
|
|
|
13
|
|
$5.46M
|
-$2.78M
|
-24,408
|
-34%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.06M
|
-$42.2K
|
-370
|
-0.8%
|
|
|
15
|
SG Americas Securities
New York
|
$4.05M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
+$19.6K
|
+172
|
+0.5%
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.64M
|
+$708K
|
+6,219
|
+24%
|
|
|
18
|
Cambiar Investors
Denver,
Colorado
|
$2.62M
|
–
|
–
|
–
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.62M
|
+$72.9K
|
+640
|
+3%
|
|
|
20
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.47M
|
-$114K
|
-1,004
|
-4%
|
|
|
21
|
|
$2.43M
|
-$6.95K
|
-61
|
-0.3%
|
|
|
22
|
Manning & Napier Advisors
Fairport,
New York
|
$1.95M
|
–
|
–
|
–
|
|
|
23
|
Ashfield Capital Partners
San Francisco,
California
|
$1.75M
|
+$5.01K
|
+44
|
+0.3%
|
|
|
24
|
|
$1.73M
|
+$788K
|
+6,913
|
+83%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$1.66M
|
-$6.19M
|
-54,322
|
-79%
|
|
