|
1
|
UBS Group
Zurich,
Switzerland
|
US$ 205 mi
|
+US$ 1,6 mi
|
+46.004
|
+0,8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$ 182 mi
|
+US$ 55,3 mi
|
+1.585.735
|
+44%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
US$ 156 mi
|
+US$ 33,1 mi
|
+949.620
|
+27%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$ 68,1 mi
|
+US$ 4,22 mi
|
+121.045
|
+7%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
US$ 43,2 mi
|
+US$ 12,3 mi
|
+353.885
|
+40%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
US$ 32,6 mi
|
+US$ 3,93 mi
|
+112.552
|
+14%
|
|
|
7
|
Sentinel Asset Management
Montpelier,
Vermont
|
US$ 32,6 mi
|
+US$ 13,4 mi
|
+383.072
|
+69%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
US$ 29,8 mi
|
+US$ 8,43 mi
|
+241.593
|
+40%
|
|
|
9
|
|
US$ 28,3 mi
|
-US$ 517 mil
|
-14.821
|
-2%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$ 14,7 mi
|
+US$ 6,01 mi
|
+172.249
|
+69%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
US$ 14,6 mi
|
+US$ 14,6 mi
|
+418.364
|
Nova
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$ 14,5 mi
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
US$ 13,4 mi
|
-US$ 75,9 mil
|
-2.176
|
-0,6%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
US$ 11,4 mi
|
+US$ 1,69 mi
|
+48.523
|
+17%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
US$ 10,7 mi
|
-US$ 1,28 mi
|
-36.678
|
-11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 9,6 mi
|
+US$ 5 mi
|
+143.351
|
+110%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
US$ 9,5 mi
|
-US$ 7,88 mi
|
-225.874
|
-76%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
US$ 8,34 mi
|
+US$ 64,7 mil
|
+1.854
|
+0,8%
|
|
|
19
|
|
US$ 8,06 mi
|
-US$ 19,4 mi
|
-555.300
|
-71%
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
US$ 7,17 mi
|
+US$ 7,16 mi
|
+205.339
|
Nova
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
US$ 7,04 mi
|
-US$ 196 mil
|
-5.625
|
-3%
|
|
|
22
|
Aviance Capital Management
Sarasota,
Florida
|
US$ 6,49 mi
|
+US$ 4,9 mi
|
+140.421
|
+308%
|
|
|
23
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
US$ 5,41 mi
|
+US$ 239 mil
|
+6.855
|
+5%
|
|
|
24
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
US$ 5,27 mi
|
+US$ 921 mil
|
+26.400
|
+21%
|
|
|
25
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
US$ 5,03 mi
|
-US$ 23,9 mil
|
-685
|
-0,5%
|
|
