|
1
|
Charles Schwab
San Francisco,
California
|
$59.5M
|
+$62M
|
+2,042,852
|
New
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$51.3M
|
-$8.51M
|
-280,704
|
-14%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$46.6M
|
+$4.29M
|
+141,342
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
-$5.18M
|
-170,866
|
-10%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31M
|
-$354K
|
-11,685
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$29M
|
-$15.2M
|
-502,262
|
-34%
|
|
|
7
|
|
$26.3M
|
+$25.1M
|
+828,052
|
+1,117%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$21.9M
|
+$3.51M
|
+115,702
|
+18%
|
|
|
9
|
|
$18.2M
|
-$631K
|
-20,798
|
-3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.1M
|
+$9.02M
|
+297,294
|
+196%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$1.45M
|
+47,691
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11M
|
-$512K
|
-16,885
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.91M
|
+$6.38M
|
+210,290
|
+162%
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$8.88M
|
-$1.26M
|
-41,609
|
-12%
|
|
|
15
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.58M
|
+$222K
|
+7,312
|
+3%
|
|
|
16
|
First Merchants Corp
Muncie,
Indiana
|
$7.34M
|
+$291K
|
+9,593
|
+4%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$7.3M
|
+$674K
|
+22,214
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.23M
|
+$1.42M
|
+46,947
|
+23%
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6.69M
|
-$2.51M
|
-82,786
|
-26%
|
|
|
20
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.13M
|
+$188K
|
+6,204
|
+3%
|
|
|
21
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.04M
|
–
|
–
|
–
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.99M
|
+$4.14M
|
+136,568
|
+396%
|
|
|
23
|
|
$4.95M
|
-$72.9K
|
-2,402
|
-1%
|
|
|
24
|
Barber Financial Group
Lenexa,
Kansas
|
$4.81M
|
+$5M
|
+164,937
|
New
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$4.71M
|
-$95K
|
-3,132
|
-2%
|
|
