|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$559M
|
+$44.8M
|
+1,628,354
|
+9%
|
|
|
2
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$25.1M
|
+$1.04M
|
+37,915
|
+4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15M
|
+$867K
|
+31,486
|
+6%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$13.4M
|
-$536K
|
-19,466
|
-4%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$9.57M
|
+$1.43M
|
+51,800
|
+17%
|
|
|
6
|
|
$9.41M
|
+$9.23M
|
+335,144
|
+3,127%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$8.85M
|
-$515K
|
-18,715
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.41M
|
+$185K
|
+6,705
|
+3%
|
|
|
9
|
Global Financial Private Capital
Sarasota,
Florida
|
$6.12M
|
+$979K
|
+35,555
|
+19%
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$6.06M
|
+$246K
|
+8,936
|
+4%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.61M
|
+$914K
|
+33,200
|
+19%
|
|
|
12
|
|
$4.23M
|
-$496K
|
-18,032
|
-10%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$3.91M
|
-$2.4K
|
-87
|
-0.1%
|
|
|
14
|
IndexIQ Advisors
New York
|
$3.66M
|
+$68.9K
|
+2,503
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.08M
|
+$3.12M
|
+113,257
|
New
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.04M
|
+$3.09M
|
+112,388
|
New
|
|
|
17
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.71M
|
+$96.7K
|
+3,513
|
+4%
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$2.38M
|
-$44.1K
|
-1,601
|
-2%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.26M
|
-$24.7K
|
-896
|
-1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
+$726K
|
+26,366
|
+49%
|
|
|
21
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.1M
|
-$22.4M
|
-814,675
|
-91%
|
|
|
22
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.8M
|
+$518K
|
+18,821
|
+40%
|
|
|
23
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.75M
|
+$1.75M
|
+63,517
|
New
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$1.63M
|
+$55.6K
|
+2,020
|
+3%
|
|
|
25
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.6M
|
+$1.61M
|
+58,622
|
New
|
|
