|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$403M
|
+$49.6M
|
+1,891,712
|
+14%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$21.2M
|
+$2.05M
|
+78,155
|
+11%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.1M
|
+$452K
|
+17,230
|
+3%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$13.9M
|
-$1.69M
|
-64,227
|
-11%
|
|
|
5
|
Choate Investment Advisors
Boston,
Massachusetts
|
$11.3M
|
+$334K
|
+12,723
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
+$4.15M
|
+158,075
|
+73%
|
|
|
7
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.27M
|
-$512K
|
-19,500
|
-9%
|
|
|
8
|
|
$4.99M
|
+$2.69M
|
+102,615
|
+120%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$4.29M
|
+$1.09M
|
+41,573
|
+35%
|
|
|
10
|
IndexIQ Advisors
New York
|
$3.11M
|
+$1.48M
|
+56,541
|
+93%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.76M
|
-$823K
|
-31,375
|
-23%
|
|
|
12
|
RHS Financial
San Francisco,
California
|
$2.25M
|
+$2.23M
|
+84,882
|
New
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$2.05M
|
-$132K
|
-5,049
|
-6%
|
|
|
14
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.97M
|
-$935K
|
-35,639
|
-32%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
-$1.29M
|
-49,358
|
-40%
|
|
|
16
|
BCWM LLC
Overland Park,
Kansas
|
$1.74M
|
+$1.72M
|
+65,489
|
New
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$1.66M
|
-$33.5K
|
-1,275
|
-2%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.4M
|
-$248K
|
-9,456
|
-15%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$1.03M
|
-$13.7M
|
-521,995
|
-93%
|
|
|
20
|
Renaissance Technologies
New York
|
$1M
|
+$228K
|
+8,700
|
+30%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$911K
|
+$4.83K
|
+184
|
+0.5%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$881K
|
+$871K
|
+33,215
|
New
|
|
|
23
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$564K
|
-$68.7K
|
-2,618
|
-11%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$550K
|
+$307K
|
+11,700
|
+129%
|
|
|
25
|
Aspire Private Capital
Cornelius,
North Carolina
|
$510K
|
+$504K
|
+19,215
|
New
|
|
