|
1
|
Bank of America
Charlotte,
North Carolina
|
$85.9M
|
+$26.6M
|
+928,930
|
+45%
|
|
|
2
|
People's United Financial
Bridgeport,
Connecticut
|
$85.3M
|
+$11.1M
|
+385,907
|
+15%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$83.9M
|
+$3.63M
|
+126,588
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.9M
|
+$27.2M
|
+950,417
|
+90%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$37.8M
|
+$2.37M
|
+82,644
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.4M
|
-$29M
|
-1,013,120
|
-54%
|
|
|
7
|
|
$20.1M
|
-$723K
|
-25,225
|
-3%
|
|
|
8
|
Windham Capital Management
Boston,
Massachusetts
|
$11.6M
|
+$11.5M
|
+402,819
|
New
|
|
|
9
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$9.21M
|
-$33M
|
-1,153,351
|
-78%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$9.02M
|
+$717K
|
+25,035
|
+9%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.81M
|
+$234K
|
+8,173
|
+3%
|
|
|
12
|
|
$7.54M
|
+$498K
|
+17,368
|
+7%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$7.44M
|
+$191K
|
+6,683
|
+3%
|
|
|
14
|
First Merchants Corp
Muncie,
Indiana
|
$6.88M
|
-$345K
|
-12,027
|
-5%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$6.59M
|
-$233K
|
-8,136
|
-3%
|
|
|
16
|
Innealta Capital
Austin,
Texas
|
$5.9M
|
+$5.66M
|
+197,569
|
+2,777%
|
|
|
17
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.88M
|
-$132K
|
-4,600
|
-2%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$5.77M
|
+$397K
|
+13,848
|
+7%
|
|
|
19
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.53M
|
-$18.5K
|
-645
|
-0.3%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$5.08M
|
+$169K
|
+5,889
|
+3%
|
|
|
21
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.98M
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
-$129K
|
-4,511
|
-3%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$4.03M
|
+$4.01M
|
+139,984
|
New
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$3.77M
|
+$202K
|
+7,063
|
+6%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.68M
|
-$1.45M
|
-50,691
|
-28%
|
|
