|
1
|
Charles Schwab
San Francisco,
California
|
$742M
|
-$28.6M
|
-1,362,135
|
-4%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$625M
|
+$47M
|
+2,240,553
|
+8%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$172M
|
-$1.38M
|
-65,818
|
-0.8%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$54.8M
|
+$2.21M
|
+105,185
|
+4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$35.4M
|
-$824K
|
-39,283
|
-2%
|
|
|
6
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$29.3M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$453K
|
+21,587
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
-$1.59M
|
-75,732
|
-7%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.8M
|
+$998K
|
+47,592
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
+$1.28M
|
+61,139
|
+11%
|
|
|
11
|
Hamrick Investment Counsel
Seattle,
Washington
|
$9.66M
|
+$615K
|
+29,333
|
+7%
|
|
|
12
|
Avos Capital Management
Seattle,
Washington
|
$8.36M
|
+$496K
|
+23,668
|
+6%
|
|
|
13
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$8.23M
|
+$619K
|
+29,505
|
+8%
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$7.65M
|
+$480K
|
+22,908
|
+7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.6M
|
+$607K
|
+28,941
|
+9%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$6.74M
|
+$85.2K
|
+4,063
|
+1%
|
|
|
17
|
|
$6.51M
|
+$6.49M
|
+309,492
|
+20,483%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$6.5M
|
+$258K
|
+12,315
|
+4%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$5.99M
|
+$115K
|
+5,470
|
+2%
|
|
|
20
|
|
$5.34M
|
-$7.04M
|
-335,825
|
-57%
|
|
|
21
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.31M
|
-$8.11K
|
-387
|
-0.2%
|
|
|
22
|
|
$5.25M
|
+$574K
|
+27,372
|
+12%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
+$415K
|
+19,769
|
+9%
|
|
|
24
|
City State Bank
Norwalk,
Iowa
|
$4.62M
|
+$115K
|
+5,506
|
+3%
|
|
|
25
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$4.43M
|
+$210K
|
+10,002
|
+5%
|
|
