|
1
|
Charles Schwab
San Francisco,
California
|
$156M
|
+$34.4M
|
+1,512,732
|
+28%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$84.1M
|
-$7.63M
|
-334,924
|
-8%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$83.2M
|
-$2.16M
|
-94,998
|
-3%
|
|
|
4
|
|
$59.4M
|
+$41M
|
+1,800,365
|
+215%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$37M
|
-$11.8M
|
-516,025
|
-24%
|
|
|
6
|
|
$34M
|
+$1.28M
|
+56,265
|
+4%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$33.7M
|
+$526K
|
+23,100
|
+2%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$26.6M
|
+$9.65M
|
+423,904
|
+56%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
-$458K
|
-20,111
|
-2%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$19.7M
|
+$674K
|
+29,602
|
+4%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$18.5M
|
-$90.2K
|
-3,961
|
-0.5%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
+$424K
|
+18,624
|
+3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$14.9M
|
+$1.71M
|
+75,108
|
+13%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$8.27M
|
-$100M
|
-4,405,022
|
-92%
|
|
|
15
|
|
$8.07M
|
+$425K
|
+18,679
|
+6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$7.09M
|
+$3.59M
|
+157,740
|
+101%
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.08M
|
-$258K
|
-11,323
|
-3%
|
|
|
18
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.02M
|
+$113K
|
+4,967
|
+2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.84M
|
-$536K
|
-23,541
|
-8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.64M
|
+$1.42M
|
+62,247
|
+33%
|
|
|
21
|
Tectonic Advisors
Frisco,
Texas
|
$4.55M
|
–
|
–
|
–
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$4.43M
|
+$898K
|
+39,447
|
+25%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.29M
|
-$37.5K
|
-1,648
|
-0.9%
|
|
|
24
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.88M
|
–
|
–
|
–
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$3.75M
|
+$3.78M
|
+166,077
|
New
|
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