|
1
|
People's United Financial
Bridgeport,
Connecticut
|
$78.2M
|
-$1.73M
|
-62,332
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$73.8M
|
-$2.65M
|
-95,466
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
+$30.8M
|
+1,107,636
|
+81%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$48.8M
|
-$683K
|
-24,604
|
-1%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$48.1M
|
+$1.22M
|
+43,975
|
+3%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$37.7M
|
+$37.6M
|
+1,353,373
|
New
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31.2M
|
+$2.83M
|
+101,790
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
-$4.61M
|
-165,981
|
-14%
|
|
|
9
|
|
$20.9M
|
-$4.88M
|
-175,585
|
-19%
|
|
|
10
|
|
$15.3M
|
+$15.2M
|
+547,147
|
New
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$9.66M
|
-$2.7M
|
-97,312
|
-22%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.54M
|
+$469K
|
+16,882
|
+5%
|
|
|
13
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.96M
|
-$1.16M
|
-41,604
|
-13%
|
|
|
14
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7.77M
|
+$305K
|
+10,983
|
+4%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.72M
|
+$1.12M
|
+40,418
|
+17%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.55M
|
+$5.59M
|
+201,390
|
+290%
|
|
|
17
|
|
$7.33M
|
+$3.42M
|
+123,176
|
+88%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$7.27M
|
-$498K
|
-17,931
|
-6%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.6M
|
+$1.42M
|
+51,075
|
+28%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$6.56M
|
-$371K
|
-13,367
|
-5%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$5.68M
|
-$165K
|
-5,945
|
-3%
|
|
|
22
|
Allianz Asset Management
Munich,
Germany
|
$5.48M
|
+$293K
|
+10,540
|
+6%
|
|
|
23
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.18M
|
-$358K
|
-12,910
|
-6%
|
|
|
24
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.83M
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.79M
|
-$1.22M
|
-44,100
|
-20%
|
|
