|
1
|
Charles Schwab
San Francisco,
California
|
$125M
|
-$844K
|
-36,977
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$27M
|
+1,183,519
|
+33%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$93.9M
|
+$17.2M
|
+754,350
|
+23%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$87.5M
|
+$57.6M
|
+2,525,699
|
+200%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$49.8M
|
+$14.6M
|
+638,265
|
+42%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$34M
|
-$221K
|
-9,673
|
-0.7%
|
|
|
7
|
|
$33.5M
|
-$2.09M
|
-91,714
|
-6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
-$26.3M
|
-1,152,110
|
-52%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$19.5M
|
-$43.8M
|
-1,921,401
|
-70%
|
|
|
10
|
|
$19.3M
|
+$18.8M
|
+823,858
|
+7,058%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$19M
|
+$174K
|
+7,624
|
+0.9%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.5M
|
+$226K
|
+9,886
|
+1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
+$16.8M
|
+735,671
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$13.6M
|
+$956K
|
+41,904
|
+8%
|
|
|
15
|
Synergy Asset Management
Vancouver,
Washington
|
$10.1M
|
+$10M
|
+438,808
|
New
|
|
|
16
|
|
$7.84M
|
+$356K
|
+15,588
|
+5%
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.52M
|
+$7.42M
|
+325,171
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6.54M
|
+$242K
|
+10,589
|
+4%
|
|
|
19
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.06M
|
-$6.14K
|
-269
|
-0.1%
|
|
|
20
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$5M
|
+$4.93M
|
+216,168
|
New
|
|
|
21
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4.99M
|
-$4.78M
|
-209,530
|
-49%
|
|
|
22
|
Tectonic Advisors
Frisco,
Texas
|
$4.67M
|
+$228K
|
+10,000
|
+5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.44M
|
-$713K
|
-31,262
|
-14%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.34M
|
-$597K
|
-26,174
|
-12%
|
|
|
25
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4M
|
–
|
–
|
–
|
|
