|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$357M
|
+$3.95M
|
+145,644
|
+1%
|
|
|
2
|
Bank of New York Mellon
New York
|
$70M
|
+$5.36M
|
+197,468
|
+9%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$50.5M
|
–
|
–
|
–
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$40M
|
-$313K
|
-11,551
|
-0.8%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.7M
|
+$3.3M
|
+121,624
|
+10%
|
|
|
6
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$29.1M
|
+$3.17M
|
+116,766
|
+13%
|
|
|
7
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$28.3M
|
+$2.72M
|
+100,216
|
+11%
|
|
|
8
|
Schroder Investment Management Group
London,
United Kingdom
|
$27.2M
|
-$4.82M
|
-177,620
|
-15%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$23.3M
|
+$59.7K
|
+2,200
|
+0.3%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$13.4M
|
+$814K
|
+29,979
|
+7%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$12.7M
|
-$202K
|
-7,447
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
+$731K
|
+26,936
|
+8%
|
|
|
13
|
JD Financial Services
Carlisle,
Pennsylvania
|
$7.81M
|
+$7.56M
|
+278,536
|
New
|
|
|
14
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$7.37M
|
+$2.39M
|
+87,891
|
+50%
|
|
|
15
|
IndexIQ Advisors
New York
|
$6.18M
|
+$1.15M
|
+42,513
|
+24%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$4.86M
|
+$411K
|
+15,133
|
+10%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.83M
|
-$929K
|
-34,218
|
-17%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.59M
|
-$115K
|
-4,239
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.41M
|
-$85.6K
|
-3,153
|
-2%
|
|
|
20
|
Tempus Wealth Planning
Irvine,
California
|
$4.39M
|
-$30.3K
|
-1,118
|
-0.7%
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.38M
|
+$4.24M
|
+156,255
|
New
|
|
|
22
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$3.35M
|
+$47K
|
+1,733
|
+1%
|
|
|
23
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.13M
|
+$1.58M
|
+58,093
|
+108%
|
|
|
24
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.84M
|
+$2.95M
|
+108,835
|
New
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$2.79M
|
+$1.45M
|
+53,340
|
+115%
|
|
