|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$323M
|
-$94.8M
|
-3,323,825
|
-22%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$19.3M
|
+$233K
|
+8,166
|
+1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$15M
|
+$1.08M
|
+37,851
|
+7%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13.1M
|
+$13.7M
|
+480,354
|
+8,952%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.69M
|
+$903K
|
+31,685
|
+11%
|
|
|
6
|
|
$8.5M
|
+$8.98M
|
+315,125
|
New
|
|
|
7
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.49M
|
+$711K
|
+24,950
|
+14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.25M
|
-$7.03M
|
-246,766
|
-56%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$5.05M
|
-$40.6M
|
-1,425,533
|
-88%
|
|
|
10
|
|
$4.96M
|
-$5.55M
|
-194,727
|
-51%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.87M
|
+$366K
|
+12,842
|
+10%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.39M
|
+$963K
|
+33,777
|
+37%
|
|
|
13
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.78M
|
+$382K
|
+13,398
|
+15%
|
|
|
14
|
Renaissance Technologies
New York
|
$2.52M
|
+$2.29M
|
+80,301
|
+604%
|
|
|
15
|
IndexIQ Advisors
New York
|
$2.16M
|
+$2.19M
|
+76,744
|
+2,251%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.68M
|
-$47.6K
|
-1,670
|
-3%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$1.66M
|
+$62.7K
|
+2,200
|
+4%
|
|
|
18
|
Flow Traders U.S.
New York
|
$1.54M
|
+$1.63M
|
+57,117
|
New
|
|
|
19
|
Versant Capital Management
Phoenix,
Arizona
|
$1.49M
|
+$3.39K
|
+119
|
+0.2%
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
$891K
|
-$94.9K
|
-3,329
|
-9%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$882K
|
+$933K
|
+32,730
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$865K
|
-$2.99M
|
-105,035
|
-77%
|
|
|
23
|
|
$714K
|
-$1.51M
|
-53,036
|
-67%
|
|
|
24
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$648K
|
-$315K
|
-11,060
|
-32%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$582K
|
+$85.5K
|
+3,000
|
+16%
|
|
