|
1
|
Wells Fargo
San Francisco,
California
|
$85.1M
|
+$30K
|
+265
|
+0%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$59.4M
|
+$1.31M
|
+11,565
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$21.4M
|
+$3.51M
|
+30,937
|
+20%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$14.6M
|
+$1.3M
|
+11,475
|
+10%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.3M
|
+$186K
|
+1,644
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
-$3.08M
|
-27,213
|
-22%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$11.2M
|
-$427K
|
-3,771
|
-4%
|
|
|
8
|
|
$7.35M
|
+$871K
|
+7,681
|
+13%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.76M
|
-$114K
|
-1,010
|
-2%
|
|
|
10
|
|
$6.09M
|
+$662K
|
+5,840
|
+12%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$5.94M
|
-$298K
|
-2,629
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.8M
|
+$352K
|
+3,108
|
+6%
|
|
|
13
|
|
$5.41M
|
-$1.39M
|
-12,297
|
-20%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.5M
|
-$533K
|
-4,701
|
-11%
|
|
|
15
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.23M
|
+$609K
|
+5,373
|
+17%
|
|
|
16
|
SG Americas Securities
New York
|
$4.04M
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
-$120K
|
-1,057
|
-3%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.69M
|
+$90.7K
|
+800
|
+3%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$2.3M
|
+$646K
|
+5,700
|
+39%
|
|
|
20
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.18M
|
+$2.19M
|
+19,284
|
New
|
|
|
21
|
|
$2.13M
|
-$283K
|
-2,496
|
-12%
|
|
|
22
|
Manning & Napier Group
Fairport,
New York
|
$1.95M
|
–
|
–
|
–
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$1.94M
|
-$665K
|
-5,863
|
-25%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.67M
|
-$789K
|
-6,960
|
-32%
|
|
|
25
|
Ashfield Capital Partners
San Francisco,
California
|
$1.66M
|
-$77.5K
|
-684
|
-4%
|
|
