|
1
|
Bank of America
Charlotte,
North Carolina
|
$70.9M
|
+$3.76M
|
+133,588
|
+6%
|
|
|
2
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$40.6M
|
+$8.04M
|
+285,345
|
+26%
|
|
|
3
|
People's United Financial
Bridgeport,
Connecticut
|
$40M
|
-$5.51M
|
-195,404
|
-12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.5M
|
-$26.8M
|
-950,406
|
-52%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$23.6M
|
-$16.5M
|
-585,396
|
-42%
|
|
|
6
|
|
$22.3M
|
-$27.3M
|
-969,117
|
-56%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$58.3M
|
-2,069,243
|
-82%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.7M
|
+$128K
|
+4,555
|
+1%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$10M
|
+$5.37M
|
+190,465
|
+122%
|
|
|
10
|
Money Design
Tokyo,
Japan
|
$8.47M
|
+$717K
|
+25,435
|
+10%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.61M
|
-$462K
|
-16,398
|
-6%
|
|
|
12
|
First Merchants Corp
Muncie,
Indiana
|
$7.09M
|
+$97.7K
|
+3,466
|
+1%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$7.04M
|
-$390K
|
-13,829
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
+$1.86M
|
+65,895
|
+52%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.41M
|
-$162K
|
-5,761
|
-3%
|
|
|
16
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$5.12M
|
+$5.01M
|
+177,805
|
New
|
|
|
17
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5M
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$4.93M
|
-$2.15M
|
-76,446
|
-31%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$4.89M
|
-$164K
|
-5,828
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.61M
|
-$1.87M
|
-66,225
|
-29%
|
|
|
21
|
Perella Weinberg Partners Capital Management
New York
|
$4.28M
|
+$4.17M
|
+148,017
|
New
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.26M
|
-$325K
|
-11,530
|
-7%
|
|
|
23
|
ETrade Capital Management
Arlington,
Virginia
|
$3.28M
|
+$61.2K
|
+2,173
|
+2%
|
|
|
24
|
Prudential Financial
Newark,
New Jersey
|
$2.97M
|
+$144K
|
+5,128
|
+5%
|
|
|
25
|
|
$2.8M
|
+$1.44M
|
+50,994
|
+111%
|
|
