|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.02B
|
+$6.7M
|
+331,230
|
+0.7%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$365M
|
+$15.4M
|
+760,980
|
+5%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$63M
|
-$1.91M
|
-94,378
|
-3%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$61.7M
|
+$6.88M
|
+340,092
|
+13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$795K
|
+39,275
|
+4%
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$16M
|
-$4.43M
|
-219,101
|
-23%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$13M
|
-$195K
|
-9,646
|
-2%
|
|
|
8
|
Capital Insight Partners
Scottsdale,
Arizona
|
$11.1M
|
+$175K
|
+8,657
|
+2%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$10.6M
|
-$2.47M
|
-121,982
|
-20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.15M
|
+$721K
|
+35,628
|
+9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$8.89M
|
-$1.34M
|
-66,244
|
-14%
|
|
|
12
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$8.35M
|
-$14.8M
|
-729,725
|
-65%
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$7.13M
|
-$139K
|
-6,874
|
-2%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.87M
|
+$1.48M
|
+73,205
|
+36%
|
|
|
15
|
Park Avenue Securities
New York
|
$5.29M
|
+$480K
|
+23,716
|
+11%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.89M
|
-$620K
|
-30,617
|
-12%
|
|
|
17
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.27M
|
-$65.6K
|
-3,243
|
-2%
|
|
|
18
|
Pasadena Private Wealth
Pasadena,
California
|
$4.12M
|
+$3.93M
|
+194,151
|
New
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$3.42M
|
+$513K
|
+25,349
|
+19%
|
|
|
20
|
Sound Stewardship
Overland Park,
Kansas
|
$3.35M
|
-$613K
|
-30,287
|
-16%
|
|
|
21
|
City State Bank
Norwalk,
Iowa
|
$3.18M
|
+$12.6K
|
+624
|
+0.4%
|
|
|
22
|
Flow Traders U.S.
New York
|
$3.13M
|
+$2.99M
|
+147,616
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$2.9M
|
+$546
|
+27
|
+0%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.82M
|
+$1.65M
|
+81,303
|
+158%
|
|
|
25
|
Tempus Wealth Planning
Irvine,
California
|
$2.58M
|
+$1.22M
|
+60,421
|
+99%
|
|
