|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$350M
|
+$34.8M
|
+1,311,451
|
+11%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$19M
|
+$6.26M
|
+235,913
|
+49%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$15.5M
|
+$917K
|
+34,550
|
+6%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$14.8M
|
+$14.9M
|
+560,500
|
+75,539%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
+$5.9M
|
+222,020
|
+70%
|
|
|
6
|
Choate Investment Advisors
Boston,
Massachusetts
|
$11.2M
|
-$7.99M
|
-300,965
|
-42%
|
|
|
7
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.74M
|
+$391K
|
+14,710
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.69M
|
+$572K
|
+21,544
|
+11%
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.56M
|
-$214K
|
-8,059
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.21M
|
-$99.1K
|
-3,734
|
-3%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$3.17M
|
+$3.2M
|
+120,384
|
New
|
|
|
12
|
Perella Weinberg Partners Capital Management
New York
|
$2.91M
|
+$2.93M
|
+110,447
|
New
|
|
|
13
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.89M
|
+$173K
|
+6,501
|
+6%
|
|
|
14
|
|
$2.25M
|
-$2.61M
|
-98,469
|
-54%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$2.17M
|
-$2.79M
|
-105,233
|
-56%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$1.68M
|
+$58.3K
|
+2,195
|
+4%
|
|
|
17
|
IndexIQ Advisors
New York
|
$1.6M
|
-$515K
|
-19,393
|
-24%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.59M
|
+$797
|
+30
|
+0%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$984K
|
+$141K
|
+5,301
|
+17%
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$899K
|
-$562K
|
-21,165
|
-38%
|
|
|
21
|
Renaissance Technologies
New York
|
$768K
|
-$1.71M
|
-64,401
|
-69%
|
|
|
22
|
|
$710K
|
-$7.65M
|
-288,138
|
-91%
|
|
|
23
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$628K
|
-$4.51K
|
-170
|
-0.7%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$463K
|
+$73.6K
|
+2,771
|
+19%
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$400K
|
+$8.34K
|
+314
|
+2%
|
|
