|
1
|
Charles Schwab
San Francisco,
California
|
$97.2M
|
-$51.9M
|
-2,341,436
|
-34%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$83.3M
|
+$5.1M
|
+230,151
|
+6%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$70.3M
|
+$47.2M
|
+2,129,741
|
+181%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$35M
|
-$46.1M
|
-2,080,238
|
-56%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$33M
|
+$1.3M
|
+58,603
|
+4%
|
|
|
6
|
|
$33M
|
+$1.03M
|
+46,703
|
+3%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31.1M
|
-$3.88M
|
-175,276
|
-11%
|
|
|
8
|
|
$30.3M
|
-$26.8M
|
-1,207,371
|
-46%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$16.1M
|
+$2.18M
|
+98,526
|
+15%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
-$8.89M
|
-401,225
|
-39%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$12.1M
|
-$5.46M
|
-246,568
|
-30%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$10.4M
|
-$8.48M
|
-382,561
|
-44%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$5.11M
|
+230,643
|
+92%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.83M
|
+$8.69M
|
+392,418
|
+2,634%
|
|
|
15
|
|
$8.2M
|
+$631K
|
+28,474
|
+8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.71M
|
-$87.8K
|
-3,964
|
-1%
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.68M
|
+$13.4K
|
+606
|
+0.2%
|
|
|
18
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.89M
|
+$234K
|
+10,543
|
+4%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.29M
|
-$227K
|
-10,242
|
-4%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$4.73M
|
+$588K
|
+26,518
|
+14%
|
|
|
21
|
Tectonic Advisors
Frisco,
Texas
|
$4.65M
|
+$377K
|
+17,000
|
+8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.03M
|
-$10.8K
|
-487
|
-0.3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.63M
|
+$1.68M
|
+75,929
|
+80%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.63M
|
+$3.79M
|
+170,863
|
New
|
|
|
25
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.61M
|
–
|
–
|
–
|
|
