|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$27.2M
|
+$545K
|
+10,601
|
+2%
|
|
|
2
|
|
$17.5M
|
+$4.99M
|
+97,021
|
+40%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
+$1.96M
|
+38,145
|
+14%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$5.31M
|
+103,302
|
+77%
|
|
|
5
|
Sage Advisory Services
Austin,
Texas
|
$11.3M
|
+$11.2M
|
+218,125
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$10.7M
|
+208,270
|
+2,883%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.06M
|
-$1.94M
|
-37,744
|
-18%
|
|
|
8
|
FDx Advisors
Chicago,
Illinois
|
$8.59M
|
+$8.5M
|
+165,210
|
New
|
|
|
9
|
Hugh Johnson Advisors
Albany,
New York
|
$6.17M
|
-$51.4K
|
-1,000
|
-0.8%
|
|
|
10
|
|
$5.13M
|
+$4.14M
|
+80,503
|
+445%
|
|
|
11
|
BlackRock Investment Management
Wilmington,
Delaware
|
$5.09M
|
+$14.8K
|
+288
|
+0.3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.89M
|
+$4.66M
|
+90,673
|
+2,774%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.1M
|
+$4.06M
|
+78,841
|
New
|
|
|
14
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.96M
|
+$1.33M
|
+25,850
|
+51%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.89M
|
+$2.85M
|
+55,476
|
New
|
|
|
16
|
ETrade Capital Management
Arlington,
Virginia
|
$2.7M
|
+$2.67M
|
+51,962
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$2.7M
|
+$2.67M
|
+51,964
|
New
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$2.49M
|
-$248K
|
-4,815
|
-9%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$2.36M
|
–
|
–
|
–
|
|
|
20
|
Virtu KCG Holdings
New York
|
$2.13M
|
+$771K
|
+14,993
|
+58%
|
|
|
21
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.75M
|
–
|
–
|
–
|
|
|
22
|
|
$1.57M
|
+$200K
|
+3,894
|
+15%
|
|
|
23
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.54M
|
+$235K
|
+4,577
|
+18%
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.47M
|
+$45.3K
|
+881
|
+3%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$1.25M
|
+$1.24M
|
+24,063
|
New
|
|
