|
1
|
Perella Weinberg Partners Capital Management
New York
|
$70.3M
|
+$66M
|
+2,219,848
|
+1,500%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.9M
|
-$14.9M
|
-502,062
|
-20%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$42.5M
|
+$811K
|
+27,290
|
+2%
|
|
|
4
|
People's United Financial
Bridgeport,
Connecticut
|
$39.3M
|
-$1.76M
|
-59,162
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
+$3.17M
|
+106,659
|
+12%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.6M
|
+$1.41M
|
+47,600
|
+6%
|
|
|
7
|
|
$21.4M
|
-$1.45M
|
-48,873
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$2.64M
|
+88,686
|
+20%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.7M
|
+$10.7M
|
+360,248
|
New
|
|
|
10
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$10.6M
|
+$10.6M
|
+357,803
|
New
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$10.1M
|
-$3.02M
|
-101,427
|
-23%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$10M
|
+$1.32M
|
+44,421
|
+15%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.74M
|
+$4.02M
|
+135,130
|
+85%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$8.66M
|
+$3.61M
|
+121,550
|
+71%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8.66M
|
+$8.68M
|
+291,926
|
New
|
|
|
16
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.25M
|
+$449K
|
+15,103
|
+6%
|
|
|
17
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$7.33M
|
+$2.03M
|
+68,214
|
+38%
|
|
|
18
|
First Merchants Corp
Muncie,
Indiana
|
$7.23M
|
-$48.5K
|
-1,633
|
-0.7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.83M
|
+$151K
|
+5,083
|
+3%
|
|
|
20
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.71M
|
+$162K
|
+5,462
|
+3%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$5.71M
|
-$4.56M
|
-153,539
|
-44%
|
|
|
22
|
State Street
Boston,
Massachusetts
|
$5.52M
|
-$1.71M
|
-57,390
|
-24%
|
|
|
23
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.13M
|
–
|
–
|
–
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
$4.95M
|
-$64.1K
|
-2,158
|
-1%
|
|
|
25
|
|
$4.95M
|
+$4.95M
|
+166,662
|
New
|
|
