|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$545M
|
-$12M
|
-448,089
|
-2%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$37.7M
|
+$2.14M
|
+80,049
|
+5%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$26.1M
|
+$3.51M
|
+131,189
|
+14%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.3M
|
+$5.97M
|
+222,781
|
+38%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$13.5M
|
+$13.6M
|
+507,701
|
+1,143%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11.3M
|
-$1.17M
|
-43,854
|
-9%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$8.62M
|
+$394K
|
+14,722
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.55M
|
-$1.34M
|
-49,979
|
-13%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$7.9M
|
+$8.01M
|
+298,932
|
+1,261%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$7.66M
|
+$8.38M
|
+312,932
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.93M
|
+$1.14M
|
+42,446
|
+18%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$6.09M
|
-$1.76M
|
-65,876
|
-21%
|
|
|
13
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.81M
|
-$534K
|
-19,919
|
-9%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$3.85M
|
-$16.8K
|
-627
|
-0.4%
|
|
|
15
|
Tempus Wealth Planning
Irvine,
California
|
$3.71M
|
+$1.85M
|
+68,911
|
+83%
|
|
|
16
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.26M
|
-$2.73M
|
-101,765
|
-43%
|
|
|
17
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.74M
|
+$194K
|
+7,243
|
+7%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.23M
|
+$12.7K
|
+475
|
+0.6%
|
|
|
19
|
IndexIQ Advisors
New York
|
$2.03M
|
-$2.21M
|
-82,314
|
-50%
|
|
|
20
|
Oppenheimer & Co
New York
|
$1.9M
|
+$141K
|
+5,246
|
+7%
|
|
|
21
|
|
$1.89M
|
+$178K
|
+6,652
|
+9%
|
|
|
22
|
Bank of New York Mellon
New York
|
$1.86M
|
-$42.1M
|
-1,572,229
|
-95%
|
|
|
23
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.78M
|
+$50K
|
+1,868
|
+3%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.68M
|
-$625K
|
-23,335
|
-25%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$1.47M
|
+$50.8K
|
+1,895
|
+3%
|
|
