|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$453M
|
+$44.7M
|
+1,645,392
|
+11%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$21.1M
|
-$453K
|
-16,653
|
-2%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$19.9M
|
+$8.5M
|
+312,687
|
+73%
|
|
|
4
|
|
$16.1M
|
+$16M
|
+588,970
|
+5,897%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$14.1M
|
-$89.6K
|
-3,297
|
-0.6%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.2M
|
-$1.85M
|
-68,134
|
-12%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$6.26M
|
-$3.86M
|
-141,996
|
-38%
|
|
|
8
|
Bank of New York Mellon
New York
|
$5.88M
|
+$5.93M
|
+218,345
|
New
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.61M
|
+$266K
|
+9,800
|
+5%
|
|
|
10
|
|
$5.38M
|
+$319K
|
+11,724
|
+6%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$4.37M
|
+$7.23K
|
+266
|
+0.2%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$4.29M
|
+$2.23M
|
+82,105
|
+106%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$4.15M
|
+$4.19M
|
+154,088
|
New
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.67M
|
+$3.7M
|
+136,259
|
New
|
|
|
15
|
Perella Weinberg Partners Capital Management
New York
|
$2.97M
|
+$3M
|
+110,447
|
New
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.75M
|
-$49.3K
|
-1,815
|
-2%
|
|
|
17
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.62M
|
+$636K
|
+23,403
|
+32%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.45M
|
+$1.03M
|
+38,033
|
+72%
|
|
|
19
|
RHS Financial
San Francisco,
California
|
$2.41M
|
+$126K
|
+4,636
|
+5%
|
|
|
20
|
IndexIQ Advisors
New York
|
$1.87M
|
-$1.3M
|
-47,869
|
-41%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$1.62M
|
-$63.7K
|
-2,345
|
-4%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$966K
|
+$42.5K
|
+1,563
|
+5%
|
|
|
23
|
Friedenthal Financial
Marlton,
New Jersey
|
$784K
|
+$791K
|
+29,120
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$745K
|
+$189K
|
+6,965
|
+34%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$676K
|
-$1.29M
|
-47,526
|
-65%
|
|
