|
1
|
Wells Fargo
San Francisco,
California
|
$80M
|
+$1.09M
|
+37,677
|
+1%
|
|
|
2
|
People's United Financial
Bridgeport,
Connecticut
|
$73.9M
|
-$2.14M
|
-74,208
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$58.9M
|
-$690K
|
-23,916
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53.4M
|
-$1.34M
|
-46,275
|
-2%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$52.6M
|
+$13.3M
|
+460,281
|
+34%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$42.3M
|
-$32.8M
|
-1,134,910
|
-44%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$35.3M
|
+$1.65M
|
+57,149
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.4M
|
+$1.89M
|
+65,651
|
+7%
|
|
|
9
|
|
$20.8M
|
+$437K
|
+15,140
|
+2%
|
|
|
10
|
|
$13.9M
|
+$14M
|
+484,867
|
New
|
|
|
11
|
INVST
Indianapolis,
Indiana
|
$8.59M
|
+$7M
|
+242,517
|
+422%
|
|
|
12
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.55M
|
+$437K
|
+15,133
|
+5%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$8.27M
|
-$1.75M
|
-60,548
|
-17%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$7.22M
|
-$180K
|
-6,243
|
-2%
|
|
|
15
|
First Merchants Corp
Muncie,
Indiana
|
$7.2M
|
+$7.24M
|
+250,885
|
New
|
|
|
16
|
|
$7.03M
|
-$1.8M
|
-62,240
|
-20%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$6.8M
|
-$445K
|
-15,411
|
-6%
|
|
|
18
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.99M
|
-$818K
|
-28,345
|
-12%
|
|
|
19
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.53M
|
+$86.2K
|
+2,988
|
+2%
|
|
|
20
|
Money Design
Tokyo,
Japan
|
$5.38M
|
+$1.53M
|
+53,149
|
+40%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.12M
|
-$1.7M
|
-59,026
|
-25%
|
|
|
22
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.96M
|
–
|
–
|
–
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$4.9M
|
+$114K
|
+3,965
|
+2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.42M
|
-$371K
|
-12,860
|
-8%
|
|
|
25
|
Opes Wealth Management
Menlo Park,
California
|
$3.55M
|
+$158K
|
+5,482
|
+5%
|
|
