|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$139M
|
+$2.85M
|
+127,418
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$104M
|
+$1.29M
|
+57,829
|
+1%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$85.5M
|
-$13.9M
|
-621,134
|
-14%
|
|
|
4
|
|
$40M
|
+$4.43M
|
+198,148
|
+12%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$38.5M
|
-$4.18M
|
-186,691
|
-10%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$29.6M
|
+$1.1M
|
+49,295
|
+4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
+$1.92M
|
+85,786
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$9.46M
|
-422,890
|
-41%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$1.03M
|
+45,984
|
+10%
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$9.17M
|
-$944K
|
-42,197
|
-9%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.15M
|
+$6M
|
+268,022
|
+273%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$7.01M
|
+$871K
|
+38,938
|
+14%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.87M
|
-$45K
|
-2,012
|
-0.8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.59M
|
-$1.39M
|
-62,160
|
-20%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$5.46M
|
+$190K
|
+8,492
|
+4%
|
|
|
16
|
Tectonic Advisors
Frisco,
Texas
|
$4.87M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.65M
|
-$1.07M
|
-47,835
|
-19%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.37M
|
+$158K
|
+7,060
|
+4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.18M
|
+$1.24M
|
+55,340
|
+42%
|
|
|
20
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.85M
|
–
|
–
|
–
|
|
|
21
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.74M
|
+$1.83M
|
+81,563
|
+94%
|
|
|
22
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.68M
|
-$3.57M
|
-159,626
|
-49%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.73M
|
-$850K
|
-37,995
|
-24%
|
|
|
24
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$2.49M
|
-$202K
|
-9,025
|
-7%
|
|
|
25
|
Money Design
Tokyo,
Japan
|
$2.48M
|
-$622K
|
-27,815
|
-20%
|
|
