|
1
|
Charles Schwab
San Francisco,
California
|
$114M
|
+$4.86M
|
+215,198
|
+4%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$59.9M
|
+$54.7M
|
+2,424,760
|
+537%
|
|
|
3
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$33.9M
|
+$1.95M
|
+86,368
|
+6%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$32.6M
|
-$1.9M
|
-84,307
|
-5%
|
|
|
5
|
|
$31.9M
|
+$22.9M
|
+1,015,531
|
+197%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31.8M
|
+$8.9M
|
+394,339
|
+35%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
+$175K
|
+7,773
|
+0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.8M
|
-$3.5M
|
-155,067
|
-12%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$13.4M
|
+$1.04M
|
+46,217
|
+8%
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$12.9M
|
+$9.19M
|
+407,005
|
+194%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$9.88M
|
-$302K
|
-13,369
|
-3%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$7.89M
|
+$7.48M
|
+331,328
|
+698%
|
|
|
13
|
|
$7.5M
|
+$5.39M
|
+238,910
|
+197%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$6.29M
|
+$3.35M
|
+148,595
|
+97%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$5.88M
|
-$2.2M
|
-97,546
|
-26%
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.36M
|
+$134K
|
+5,941
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.78M
|
-$561K
|
-24,826
|
-10%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.78M
|
-$50.6K
|
-2,240
|
-1%
|
|
|
19
|
|
$4.44M
|
–
|
–
|
–
|
|
|
20
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.6M
|
–
|
–
|
–
|
|
|
21
|
Tectonic Advisors
Frisco,
Texas
|
$3.23M
|
–
|
–
|
–
|
|
|
22
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$3.01M
|
-$217K
|
-9,630
|
-6%
|
|
|
23
|
Financial & Tax Architects
St Louis,
Missouri
|
$2.71M
|
+$2.94M
|
+130,246
|
New
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.69M
|
-$219K
|
-9,691
|
-7%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.61M
|
-$1.09M
|
-48,387
|
-28%
|
|
