|
1
|
Charles Schwab
San Francisco,
California
|
$122M
|
-$379K
|
-17,449
|
-0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$80.5M
|
+$51.8M
|
+2,383,836
|
+198%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$74.2M
|
+$9.38M
|
+431,707
|
+15%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$62M
|
+$53.5M
|
+2,462,445
|
+816%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.3M
|
+$21.9M
|
+1,007,964
|
+85%
|
|
|
6
|
|
$34.6M
|
+$216K
|
+9,939
|
+0.6%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$34M
|
-$227K
|
-10,433
|
-0.7%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$33.2M
|
-$3.21M
|
-147,560
|
-9%
|
|
|
9
|
Perella Weinberg Partners Capital Management
New York
|
$28.3M
|
-$6.61M
|
-304,100
|
-19%
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$18.3M
|
+$4.29M
|
+197,444
|
+32%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$16.7M
|
+$2.19M
|
+100,673
|
+16%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$12.2M
|
+$1.53M
|
+70,469
|
+15%
|
|
|
13
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$9.54M
|
+$9.24M
|
+425,507
|
New
|
|
|
14
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$9.18M
|
+$8.67M
|
+399,035
|
New
|
|
|
15
|
|
$7.26M
|
-$790K
|
-36,366
|
-10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.1M
|
+$3.58M
|
+164,834
|
+154%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.88M
|
+$108K
|
+4,981
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.36M
|
+$2.47M
|
+113,628
|
+91%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.01M
|
-$141K
|
-6,473
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.8M
|
-$332K
|
-15,271
|
-7%
|
|
|
21
|
Tectonic Advisors
Frisco,
Texas
|
$4.3M
|
+$799K
|
+36,789
|
+24%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.27M
|
+$2.15M
|
+98,853
|
+108%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$4.05M
|
-$2.21M
|
-101,718
|
-36%
|
|
|
24
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.88M
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.34M
|
+$2.93M
|
+134,665
|
+931%
|
|
