|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.49B
|
-$75.9M
|
-3,859,242
|
-5%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$92.5M
|
+$15.1M
|
+769,602
|
+21%
|
|
|
3
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$66.3M
|
–
|
–
|
–
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$54.1M
|
+$39.7M
|
+2,017,430
|
+329%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.5M
|
-$2.98M
|
-151,450
|
-6%
|
|
|
6
|
Schroder Investment Management Group
London,
United Kingdom
|
$29.6M
|
+$28.4M
|
+1,441,930
|
New
|
|
|
7
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19M
|
+$1.56M
|
+79,400
|
+9%
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$13.3M
|
+$12.2M
|
+621,148
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$2.51M
|
+127,772
|
+28%
|
|
|
10
|
New York Life Investment Management
New York
|
$10.1M
|
+$1.06M
|
+54,065
|
+12%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$10M
|
-$522K
|
-26,524
|
-5%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$7.03M
|
-$1.67M
|
-84,985
|
-20%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.1M
|
+$2.52K
|
+128
|
+0%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.04M
|
+$3.67M
|
+186,694
|
+322%
|
|
|
15
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$4.46M
|
+$1.97M
|
+99,968
|
+85%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4.42M
|
-$984K
|
-50,050
|
-19%
|
|
|
17
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.09M
|
-$1.21M
|
-61,710
|
-24%
|
|
|
18
|
BCWM LLC
Overland Park,
Kansas
|
$4.03M
|
+$77.5K
|
+3,943
|
+2%
|
|
|
19
|
Park Avenue Securities
New York
|
$3.72M
|
+$216K
|
+10,987
|
+6%
|
|
|
20
|
Sound Stewardship
Overland Park,
Kansas
|
$3.7M
|
+$3.54M
|
+179,977
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.45M
|
+$1.78M
|
+90,750
|
+117%
|
|
|
22
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.17M
|
+$8.38K
|
+426
|
+0.3%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.02M
|
+$1.1M
|
+56,170
|
+62%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$2.47M
|
+$706K
|
+35,915
|
+43%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$2.44M
|
+$893K
|
+45,397
|
+109%
|
|
