|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$526M
|
+$56M
|
+2,085,053
|
+12%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$24.8M
|
+$4.06M
|
+151,110
|
+20%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$24.7M
|
+$2.77M
|
+103,202
|
+13%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
+$634K
|
+23,609
|
+5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$14.2M
|
-$277K
|
-10,316
|
-2%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$9.57M
|
+$9.24M
|
+343,983
|
New
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$8.35M
|
+$8.06M
|
+300,000
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.36M
|
-$99.3K
|
-3,696
|
-2%
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.95M
|
+$142K
|
+5,280
|
+3%
|
|
|
10
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.27M
|
+$2.34M
|
+87,232
|
+85%
|
|
|
11
|
|
$4.83M
|
-$704K
|
-26,227
|
-13%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.81M
|
+$986K
|
+36,694
|
+27%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$4M
|
-$421K
|
-15,672
|
-10%
|
|
|
14
|
IndexIQ Advisors
New York
|
$3.67M
|
+$1.68M
|
+62,558
|
+90%
|
|
|
15
|
Perella Weinberg Partners Capital Management
New York
|
$3.07M
|
–
|
–
|
–
|
|
|
16
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.68M
|
-$35.9K
|
-1,337
|
-1%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$2.47M
|
-$1.97M
|
-73,355
|
-45%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.34M
|
-$185K
|
-6,891
|
-8%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$1.61M
|
-$60.8K
|
-2,265
|
-4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.49M
|
+$690K
|
+25,695
|
+93%
|
|
|
21
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.32M
|
+$722K
|
+26,865
|
+131%
|
|
|
22
|
RHS Financial
San Francisco,
California
|
$1.11M
|
-$1.34M
|
-49,718
|
-56%
|
|
|
23
|
Versant Capital Management
Phoenix,
Arizona
|
$1M
|
+$4.08K
|
+152
|
+0.4%
|
|
|
24
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$862K
|
+$161K
|
+6,000
|
+24%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$821K
|
+$118K
|
+4,395
|
+17%
|
|
