|
1
|
Perella Weinberg Partners Capital Management
New York
|
$75.2M
|
+$19.4M
|
+681,569
|
+34%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$67.2M
|
+$3.8M
|
+133,798
|
+6%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$52.5M
|
-$831K
|
-29,207
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$47.1M
|
+$1.39M
|
+48,964
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.5M
|
+$9.1M
|
+320,055
|
+30%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.1M
|
-$6.61M
|
-232,360
|
-21%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$20M
|
+$12M
|
+421,929
|
+142%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$19.2M
|
+$1.22M
|
+42,756
|
+7%
|
|
|
9
|
|
$18.1M
|
-$899K
|
-31,630
|
-5%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.4M
|
–
|
–
|
–
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$11.5M
|
+$157K
|
+5,521
|
+1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.28M
|
-$993K
|
-34,910
|
-10%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$8.66M
|
+$1.23M
|
+43,300
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.4M
|
-$33.6K
|
-1,181
|
-0.4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.18M
|
-$52.6K
|
-1,848
|
-0.7%
|
|
|
16
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.03M
|
+$1.11K
|
+39
|
+0%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.62M
|
+$50.6K
|
+1,778
|
+0.8%
|
|
|
18
|
First Merchants Corp
Muncie,
Indiana
|
$6.2M
|
-$877K
|
-30,837
|
-12%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$5.69M
|
+$649K
|
+22,814
|
+13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.65M
|
-$483K
|
-16,968
|
-8%
|
|
|
21
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$5.07M
|
+$569K
|
+20,000
|
+13%
|
|
|
22
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.89M
|
–
|
–
|
–
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$4.26M
|
-$153K
|
-5,370
|
-3%
|
|
|
24
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.24M
|
+$4.27M
|
+150,006
|
New
|
|
|
25
|
Tectonic Advisors
Frisco,
Texas
|
$3.68M
|
–
|
–
|
–
|
|
