|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$138M
|
+$4.35M
|
+200,032
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$118M
|
+$17.2M
|
+792,889
|
+17%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$83.8M
|
+$84.9M
|
+3,908,899
|
New
|
|
|
4
|
|
$41.7M
|
+$3.12M
|
+143,782
|
+8%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$26.8M
|
-$1.74M
|
-80,026
|
-6%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
+$694K
|
+31,936
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$389K
|
+17,911
|
+3%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$11.8M
|
-$25.6M
|
-1,178,130
|
-68%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$480K
|
+22,097
|
+4%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$9.65M
|
+$2.93M
|
+134,946
|
+43%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.86M
|
+$21.9K
|
+1,010
|
+0.2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.77M
|
-$84K
|
-3,867
|
-1%
|
|
|
13
|
|
$6.8M
|
+$5.62M
|
+258,631
|
+442%
|
|
|
14
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.4M
|
-$259K
|
-11,918
|
-5%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.07M
|
-$314K
|
-14,469
|
-6%
|
|
|
16
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.88M
|
+$4.95M
|
+227,700
|
New
|
|
|
17
|
Tectonic Advisors
Frisco,
Texas
|
$4.69M
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$4.25M
|
+$221K
|
+10,180
|
+5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4M
|
-$491K
|
-22,612
|
-11%
|
|
|
20
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.79M
|
+$249K
|
+11,465
|
+7%
|
|
|
21
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.71M
|
–
|
–
|
–
|
|
|
22
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.46M
|
-$148K
|
-6,804
|
-4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.38M
|
-$848K
|
-39,011
|
-20%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.83M
|
+$2.58M
|
+118,900
|
+998%
|
|
|
25
|
Rock Creek Group
Washington,
District of Columbia
|
$2.73M
|
+$2.77M
|
+127,438
|
New
|
|
