|
1
|
Wells Fargo
San Francisco,
California
|
$79.5M
|
+$2.84M
|
+101,350
|
+4%
|
|
|
2
|
People's United Financial
Bridgeport,
Connecticut
|
$76.6M
|
-$4.37M
|
-156,002
|
-6%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$75.4M
|
+$24.8M
|
+884,183
|
+51%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$60.1M
|
-$11.2M
|
-401,827
|
-16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$55.2M
|
+$4.36M
|
+155,601
|
+9%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$39.7M
|
+$548K
|
+19,562
|
+1%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$33.9M
|
+$1.48M
|
+52,734
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
-$1.01M
|
-36,034
|
-4%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$21.9M
|
+$21.2M
|
+757,865
|
New
|
|
|
10
|
|
$20.5M
|
-$1.18M
|
-42,201
|
-6%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$10.1M
|
+$63.3K
|
+2,260
|
+0.7%
|
|
|
12
|
|
$8.88M
|
+$1.23M
|
+44,010
|
+17%
|
|
|
13
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.17M
|
-$81.1K
|
-2,897
|
-1%
|
|
|
14
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7.48M
|
-$553K
|
-19,742
|
-7%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$7.46M
|
+$637K
|
+22,753
|
+10%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$7.3M
|
-$235K
|
-8,411
|
-3%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.87M
|
-$1.1M
|
-39,280
|
-14%
|
|
|
18
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.85M
|
+$9.1K
|
+325
|
+0.1%
|
|
|
19
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.48M
|
+$109K
|
+3,887
|
+2%
|
|
|
20
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5M
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.83M
|
-$132K
|
-4,704
|
-3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$4.82M
|
+$193K
|
+6,887
|
+4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$4.42M
|
+$132K
|
+4,733
|
+3%
|
|
|
24
|
Money Design
Tokyo,
Japan
|
$3.88M
|
+$3.75M
|
+134,121
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.85M
|
+$1.07M
|
+38,381
|
+41%
|
|
