|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.45B
|
+$143M
|
+7,078,909
|
+10%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$70.7M
|
+$17.8M
|
+885,100
|
+31%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$61.2M
|
–
|
–
|
–
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$45.9M
|
+$5.44M
|
+270,086
|
+13%
|
|
|
5
|
|
$31.4M
|
-$95.8M
|
-4,751,787
|
-74%
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$16M
|
-$1.05M
|
-52,124
|
-6%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$11.6M
|
-$3.99M
|
-198,216
|
-24%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$10.3M
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.96M
|
+$10.6M
|
+524,756
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$9.77M
|
+$196K
|
+9,744
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.51M
|
+$1.3M
|
+64,505
|
+17%
|
|
|
12
|
New York Life Investment Management
New York
|
$8.3M
|
-$1.2M
|
-59,380
|
-12%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$8.1M
|
+$1.54M
|
+76,640
|
+22%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.63M
|
+$1.81M
|
+89,777
|
+43%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.03M
|
+$3.43M
|
+170,226
|
+179%
|
|
|
16
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.94M
|
-$502K
|
-24,917
|
-9%
|
|
|
17
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.56M
|
+$19.4K
|
+963
|
+0.4%
|
|
|
18
|
BCWM LLC
Overland Park,
Kansas
|
$3.64M
|
+$3.87M
|
+191,879
|
New
|
|
|
19
|
Park Avenue Securities
New York
|
$3.22M
|
-$44.2K
|
-2,193
|
-1%
|
|
|
20
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.92M
|
+$89.3K
|
+4,432
|
+3%
|
|
|
21
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$2.4M
|
–
|
–
|
–
|
|
|
22
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.1M
|
-$38.5K
|
-1,910
|
-2%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.72M
|
-$747K
|
-37,050
|
-29%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.67M
|
-$203K
|
-10,058
|
-10%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$1.59M
|
-$726
|
-36
|
-0%
|
|
