|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$997M
|
+$7.27M
|
+344,408
|
+0.7%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$127M
|
+$12.9M
|
+610,512
|
+11%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$64.3M
|
+$58M
|
+2,747,788
|
+948%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$52M
|
-$2M
|
-94,900
|
-4%
|
|
|
5
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$27.7M
|
+$2.7M
|
+127,678
|
+11%
|
|
|
6
|
|
$23.2M
|
-$83.8M
|
-3,966,950
|
-78%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.6M
|
+$3.79M
|
+179,674
|
+20%
|
|
|
8
|
Schroder Investment Management Group
London,
United Kingdom
|
$21.1M
|
+$21M
|
+996,100
|
New
|
|
|
9
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19.4M
|
-$196K
|
-9,260
|
-1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$12.8M
|
+$230K
|
+10,897
|
+2%
|
|
|
11
|
Capital Insight Partners
Scottsdale,
Arizona
|
$10.5M
|
+$2.29M
|
+108,597
|
+28%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$1.99M
|
+94,154
|
+25%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.71M
|
+$59.7K
|
+2,829
|
+0.8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.65M
|
+$544K
|
+25,776
|
+8%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$7.36M
|
-$293K
|
-13,896
|
-4%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$5.98M
|
-$1.67M
|
-79,289
|
-22%
|
|
|
17
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$5.08M
|
+$525K
|
+24,858
|
+12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.34M
|
-$1.89M
|
-89,600
|
-30%
|
|
|
19
|
Park Avenue Securities
New York
|
$4.32M
|
+$363K
|
+17,212
|
+9%
|
|
|
20
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.17M
|
-$108K
|
-5,101
|
-3%
|
|
|
21
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.13M
|
+$209K
|
+9,894
|
+5%
|
|
|
22
|
BCWM LLC
Overland Park,
Kansas
|
$4.13M
|
+$24.9K
|
+1,181
|
+0.6%
|
|
|
23
|
Sound Stewardship
Overland Park,
Kansas
|
$3.89M
|
-$232
|
-11
|
-0%
|
|
|
24
|
True Wealth Design
Akron,
Ohio
|
$3.25M
|
-$46.5K
|
-2,202
|
-1%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$2.86M
|
+$60.7K
|
+2,874
|
+2%
|
|
