|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$339M
|
-$239M
|
-9,334,531
|
-42%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$39M
|
-$1.27M
|
-49,606
|
-3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.8M
|
+$3.87M
|
+151,332
|
+19%
|
|
|
4
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$21.6M
|
+$21.1M
|
+823,900
|
New
|
|
|
5
|
Schroder Investment Management Group
London,
United Kingdom
|
$12.8M
|
+$12.5M
|
+490,012
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11.9M
|
-$141K
|
-5,496
|
-1%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.7M
|
-$15.8M
|
-618,605
|
-58%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$11.4M
|
+$10.7M
|
+418,981
|
+2,671%
|
|
|
9
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$9.7M
|
+$9.47M
|
+370,131
|
New
|
|
|
10
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$9.58M
|
+$1.1M
|
+42,984
|
+13%
|
|
|
11
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$9.33M
|
+$1.1M
|
+42,984
|
+14%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.96M
|
+$1.51M
|
+58,864
|
+21%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.4M
|
-$3.67M
|
-143,325
|
-41%
|
|
|
14
|
|
$5.22M
|
+$5.09M
|
+199,018
|
New
|
|
|
15
|
Bluefin Capital Management
New York
|
$5.19M
|
+$5.07M
|
+198,071
|
New
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.9M
|
-$245K
|
-9,594
|
-5%
|
|
|
17
|
Tempus Wealth Planning
Irvine,
California
|
$4.08M
|
+$104K
|
+4,071
|
+3%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$3.98M
|
-$133K
|
-5,212
|
-3%
|
|
|
19
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.96M
|
+$462K
|
+18,077
|
+14%
|
|
|
20
|
|
$3.31M
|
+$3.23M
|
+126,149
|
New
|
|
|
21
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.95M
|
+$20.9K
|
+819
|
+0.7%
|
|
|
22
|
IndexIQ Advisors
New York
|
$2.62M
|
+$430K
|
+16,830
|
+20%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.27M
|
-$4.15M
|
-162,100
|
-65%
|
|
|
24
|
|
$2.14M
|
+$118K
|
+4,624
|
+6%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$2.12M
|
+$539K
|
+21,084
|
+35%
|
|
