|
1
|
Charles Schwab
San Francisco,
California
|
$121M
|
+$67.1M
|
+2,782,355
|
+113%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$38.2M
|
-$8.67M
|
-359,327
|
-18%
|
|
|
3
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$35.7M
|
+$19.2M
|
+795,952
|
+107%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.2M
|
-$424K
|
-17,588
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
-$10.9M
|
-449,924
|
-27%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$26.7M
|
+$3.65M
|
+151,395
|
+15%
|
|
|
7
|
|
$22.4M
|
+$21.2M
|
+880,160
|
+1,018%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$13.9M
|
+$2.37M
|
+98,022
|
+20%
|
|
|
9
|
|
$11.9M
|
-$2.08M
|
-86,035
|
-14%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
-$2.75M
|
-113,887
|
-19%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$10.5M
|
+$8.91M
|
+369,240
|
+448%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$9.96M
|
-$277K
|
-11,464
|
-3%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$8.8M
|
+$973K
|
+40,321
|
+12%
|
|
|
14
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$8.46M
|
+$8.76M
|
+363,108
|
+38,142%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.89M
|
+$1.13M
|
+47,029
|
+23%
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.82M
|
+$60.2K
|
+2,493
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.53M
|
-$2.09M
|
-86,565
|
-27%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.36M
|
-$468K
|
-19,393
|
-8%
|
|
|
19
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.87M
|
+$211K
|
+8,759
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.03M
|
+$440K
|
+18,254
|
+12%
|
|
|
21
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.01M
|
–
|
–
|
–
|
|
|
22
|
Tectonic Advisors
Frisco,
Texas
|
$3.59M
|
–
|
–
|
–
|
|
|
23
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$3.57M
|
-$723K
|
-29,960
|
-16%
|
|
|
24
|
Financial Engines Advisors
Santa Clara,
California
|
$3.55M
|
+$1.39M
|
+57,469
|
+60%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.28M
|
+$454K
|
+18,803
|
+15%
|
|
