|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$993M
|
-$543M
|
-25,804,637
|
-36%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$114M
|
+$114M
|
+5,398,172
|
New
|
|
|
3
|
|
$107M
|
+$106M
|
+5,061,493
|
New
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$54.1M
|
-$1.68M
|
-79,969
|
-3%
|
|
|
5
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$25.1M
|
+$24.9M
|
+1,183,573
|
New
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19.6M
|
-$9.36K
|
-445
|
-0%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$6.6M
|
+313,550
|
+54%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$12.6M
|
+$2.18M
|
+103,670
|
+21%
|
|
|
9
|
Capital Insight Partners
Scottsdale,
Arizona
|
$8.26M
|
+$8.19M
|
+389,204
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.03M
|
+$1.72M
|
+81,618
|
+28%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$7.68M
|
+$7.62M
|
+362,126
|
New
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.68M
|
+$7.61M
|
+361,700
|
New
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$7.67M
|
+$7.61M
|
+361,549
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.12M
|
+$2.53M
|
+120,340
|
+56%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.97M
|
+$6.91M
|
+328,436
|
New
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.7M
|
-$40.8M
|
-1,940,847
|
-86%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.25M
|
+$2.66M
|
+126,630
|
+75%
|
|
|
18
|
New York Life Investment Management
New York
|
$6.23M
|
-$4.16M
|
-197,917
|
-40%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$6.15M
|
-$1.1M
|
-52,162
|
-15%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$5.58M
|
+$4.54M
|
+215,716
|
+456%
|
|
|
21
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$4.56M
|
-$44.9K
|
-2,133
|
-1%
|
|
|
22
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.29M
|
+$74.1K
|
+3,525
|
+2%
|
|
|
23
|
BCWM LLC
Overland Park,
Kansas
|
$4.11M
|
-$41.3K
|
-1,962
|
-1%
|
|
|
24
|
Park Avenue Securities
New York
|
$3.97M
|
+$130K
|
+6,193
|
+3%
|
|
|
25
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.94M
|
+$660K
|
+31,383
|
+20%
|
|
