|
1
|
Wells Fargo
San Francisco,
California
|
$70M
|
-$11.2M
|
-393,029
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
-$18.9M
|
-663,044
|
-22%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.9M
|
-$5M
|
-175,835
|
-9%
|
|
|
4
|
|
$48.3M
|
+$29.6M
|
+1,040,583
|
+149%
|
|
|
5
|
People's United Financial
Bridgeport,
Connecticut
|
$43.9M
|
-$39.2M
|
-1,378,777
|
-47%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$38.9M
|
+$2.51M
|
+88,292
|
+7%
|
|
|
7
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$31.1M
|
+$22.7M
|
+799,187
|
+250%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.1M
|
+$11.6M
|
+406,539
|
+1,393%
|
|
|
9
|
|
$9.12M
|
+$9.33M
|
+327,919
|
New
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.77M
|
-$753K
|
-26,484
|
-9%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$7.44M
|
+$1.89M
|
+66,473
|
+33%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$7.15M
|
-$28.9K
|
-1,017
|
-0.4%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$6.86M
|
-$1.88M
|
-66,147
|
-21%
|
|
|
14
|
First Merchants Corp
Muncie,
Indiana
|
$6.72M
|
+$87.6K
|
+3,078
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.28M
|
-$17.7M
|
-621,823
|
-73%
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.36M
|
+$26.5K
|
+930
|
+0.5%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$4.86M
|
-$1.53M
|
-53,868
|
-24%
|
|
|
18
|
INVST
Indianapolis,
Indiana
|
$4.81M
|
+$3.5M
|
+123,125
|
+239%
|
|
|
19
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.81M
|
–
|
–
|
–
|
|
|
20
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.41M
|
-$1.29M
|
-45,175
|
-22%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$4.33M
|
-$593K
|
-20,850
|
-12%
|
|
|
22
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.25M
|
+$4.35M
|
+152,837
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.49M
|
-$683K
|
-24,005
|
-16%
|
|
|
24
|
ETrade Capital Management
Arlington,
Virginia
|
$3.09M
|
-$10.9K
|
-384
|
-0.3%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$2.73M
|
-$277K
|
-9,721
|
-9%
|
|
