|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$634M
|
+$59.1M
|
+2,151,024
|
+10%
|
|
|
2
|
Bank of New York Mellon
New York
|
$46M
|
+$45.3M
|
+1,648,268
|
New
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$40.7M
|
+$34.4M
|
+1,253,046
|
+608%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$26.1M
|
+$282K
|
+10,250
|
+1%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.4M
|
+$1.17M
|
+42,706
|
+8%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$14.1M
|
+$335K
|
+12,205
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$8.77M
|
+319,435
|
+400%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$9.41M
|
-$404K
|
-14,722
|
-4%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$8.78M
|
-$296K
|
-10,774
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.71M
|
+$136K
|
+4,934
|
+2%
|
|
|
11
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$6.55M
|
+$327K
|
+11,921
|
+5%
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$6.04M
|
-$238K
|
-8,659
|
-4%
|
|
|
13
|
IndexIQ Advisors
New York
|
$4.62M
|
+$847K
|
+30,852
|
+23%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$4.41M
|
+$391K
|
+14,237
|
+10%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.31M
|
+$168K
|
+6,112
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.24M
|
+$74.8K
|
+2,722
|
+2%
|
|
|
17
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.92M
|
+$135K
|
+4,911
|
+5%
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.56M
|
+$914K
|
+33,273
|
+57%
|
|
|
19
|
Tempus Wealth Planning
Irvine,
California
|
$2.31M
|
+$2.27M
|
+82,702
|
New
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.25M
|
-$72K
|
-2,621
|
-3%
|
|
|
21
|
Oppenheimer & Co
New York
|
$2.02M
|
+$1.99M
|
+72,276
|
New
|
|
|
22
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.98M
|
+$132K
|
+4,789
|
+7%
|
|
|
23
|
|
$1.97M
|
-$2.34M
|
-85,153
|
-55%
|
|
|
24
|
Flow Traders U.S.
New York
|
$1.93M
|
+$1.1M
|
+39,998
|
+137%
|
|
|
25
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.8M
|
+$1.78M
|
+64,796
|
New
|
|
