|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$59.8M
|
+$123K
|
+1,110
|
+0.2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.6M
|
-$1.52M
|
-13,658
|
-7%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.6M
|
-$919K
|
-8,283
|
-4%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.6M
|
+$316K
|
+2,847
|
+2%
|
|
|
5
|
KeyBank National Association
Cleveland,
Ohio
|
$11.5M
|
+$239K
|
+2,150
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$463K
|
+4,171
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$1.53M
|
+13,759
|
+17%
|
|
|
8
|
|
$8.32M
|
+$563K
|
+5,071
|
+7%
|
|
|
9
|
|
$7.51M
|
+$4.45M
|
+40,131
|
+145%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.21M
|
-$886K
|
-7,982
|
-12%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.11M
|
+$404K
|
+3,643
|
+9%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.82M
|
-$234K
|
-2,107
|
-5%
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$4.64M
|
-$319K
|
-2,872
|
-6%
|
|
|
14
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.23M
|
-$285K
|
-2,566
|
-6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
-$514K
|
-4,634
|
-11%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.85M
|
+$28.7K
|
+259
|
+0.8%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$3.65M
|
+$454K
|
+4,094
|
+14%
|
|
|
18
|
|
$2.82M
|
+$421K
|
+3,796
|
+18%
|
|
|
19
|
Janus Henderson Group
London,
|
$2.67M
|
-$1.05M
|
-9,460
|
-28%
|
|
|
20
|
HM Payson & Co
Portland,
Maine
|
$2.55M
|
–
|
–
|
–
|
|
|
21
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.51M
|
-$210K
|
-1,889
|
-8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.34M
|
+$309K
|
+2,784
|
+15%
|
|
|
23
|
Cambiar Investors
Denver,
Colorado
|
$1.75M
|
-$2K
|
-18
|
-0.1%
|
|
|
24
|
Ashfield Capital Partners
San Francisco,
California
|
$1.48M
|
+$19.5K
|
+176
|
+1%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$1.37M
|
–
|
–
|
–
|
|
