|
1
|
Charles Schwab
San Francisco,
California
|
$64.1M
|
+$2.32M
|
+85,635
|
+4%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$52.3M
|
-$17.7M
|
-651,706
|
-24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$42.9M
|
-$549K
|
-20,232
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.5M
|
-$891K
|
-32,857
|
-2%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.5M
|
+$2.49M
|
+91,858
|
+10%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.1M
|
+$20.2M
|
+745,664
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
+$18.6M
|
+684,061
|
+8,750%
|
|
|
8
|
|
$15.7M
|
-$1.07M
|
-39,360
|
-6%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$15.7M
|
-$2.1M
|
-77,552
|
-11%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$13M
|
-$1.16M
|
-42,783
|
-8%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$11.5M
|
+$871K
|
+32,090
|
+8%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$8.84M
|
+$899K
|
+33,145
|
+11%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.47M
|
-$75.1K
|
-2,768
|
-0.8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.53M
|
-$86.2K
|
-3,179
|
-1%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.48M
|
+$402K
|
+14,817
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.4M
|
-$1.48M
|
-54,447
|
-21%
|
|
|
17
|
Leuthold Group
Minneapolis,
Minnesota
|
$5.24M
|
-$1.28M
|
-47,281
|
-19%
|
|
|
18
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$4.79M
|
+$126K
|
+4,640
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.61M
|
+$138K
|
+5,073
|
+4%
|
|
|
20
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.5M
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.05M
|
-$1.2M
|
-44,400
|
-22%
|
|
|
22
|
Tectonic Advisors
Frisco,
Texas
|
$4.04M
|
+$678K
|
+25,000
|
+19%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$3.56M
|
-$372K
|
-13,730
|
-9%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$3.48M
|
-$1.83M
|
-67,405
|
-33%
|
|
|
25
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.14M
|
-$240K
|
-8,850
|
-7%
|
|
