|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$950M
|
+$15.7M
|
+757,099
|
+2%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$326M
|
+$216M
|
+10,417,563
|
+173%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$60.7M
|
+$442K
|
+21,270
|
+0.7%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$50.8M
|
+$2.24M
|
+108,034
|
+4%
|
|
|
5
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$21.8M
|
-$3.92M
|
-188,489
|
-14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21.6M
|
+$374K
|
+17,980
|
+2%
|
|
|
7
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19.3M
|
+$1.21M
|
+58,116
|
+6%
|
|
|
8
|
|
$12.8M
|
-$9.33M
|
-449,016
|
-41%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$12.3M
|
+$405K
|
+19,512
|
+3%
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$12.3M
|
+$12.9M
|
+620,779
|
New
|
|
|
11
|
Capital Insight Partners
Scottsdale,
Arizona
|
$10.2M
|
+$382K
|
+18,403
|
+4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$9.61M
|
+$2.56M
|
+123,266
|
+34%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.84M
|
-$1.6M
|
-77,234
|
-16%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$6.79M
|
-$108K
|
-5,178
|
-1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.18M
|
+$1.16M
|
+56,004
|
+27%
|
|
|
16
|
Park Avenue Securities
New York
|
$4.47M
|
+$435K
|
+20,955
|
+10%
|
|
|
17
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.05M
|
+$189K
|
+9,097
|
+5%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.03M
|
+$4.22M
|
+203,193
|
New
|
|
|
19
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.87M
|
-$41.5K
|
-2,000
|
-1%
|
|
|
20
|
BCWM LLC
Overland Park,
Kansas
|
$3.81M
|
-$58.1K
|
-2,798
|
-1%
|
|
|
21
|
Sound Stewardship
Overland Park,
Kansas
|
$3.73M
|
+$86.3K
|
+4,155
|
+2%
|
|
|
22
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$3.46M
|
-$1.36M
|
-65,391
|
-27%
|
|
|
23
|
City State Bank
Norwalk,
Iowa
|
$2.96M
|
+$328K
|
+15,805
|
+12%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$2.71M
|
+$115K
|
+5,554
|
+4%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$2.69M
|
+$14.3K
|
+687
|
+0.5%
|
|
