|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1,000M
|
+$11.5M
|
+551,891
|
+1%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$366M
|
+$14.2M
|
+683,089
|
+4%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$57.6M
|
-$1.98M
|
-95,292
|
-3%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$57.4M
|
-$3.41M
|
-164,589
|
-6%
|
|
|
5
|
|
$51.6M
|
+$52.3M
|
+2,518,859
|
New
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$24.2M
|
+$8.8M
|
+424,100
|
+56%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$21.7M
|
-$1.41M
|
-68,177
|
-6%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$21.6M
|
+$21.9M
|
+1,053,832
|
New
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$13.5M
|
+$3.32M
|
+159,796
|
+32%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$13.1M
|
+$532K
|
+25,617
|
+4%
|
|
|
11
|
Capital Insight Partners
Scottsdale,
Arizona
|
$11.4M
|
+$678K
|
+32,661
|
+6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$9.28M
|
+$711K
|
+34,266
|
+8%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.01M
|
+$3.39M
|
+163,178
|
+59%
|
|
|
14
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$8.77M
|
+$726K
|
+34,998
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.15M
|
-$690K
|
-33,257
|
-8%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$6.57M
|
-$310K
|
-14,924
|
-4%
|
|
|
17
|
|
$6.42M
|
+$5.36M
|
+258,422
|
+471%
|
|
|
18
|
Park Avenue Securities
New York
|
$5.68M
|
+$584K
|
+28,138
|
+11%
|
|
|
19
|
|
$4.56M
|
+$4.62M
|
+222,515
|
New
|
|
|
20
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.52M
|
+$399K
|
+19,232
|
+10%
|
|
|
21
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$4.1M
|
+$4.15M
|
+200,000
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.02M
|
-$711K
|
-34,289
|
-15%
|
|
|
23
|
City State Bank
Norwalk,
Iowa
|
$3.87M
|
+$812K
|
+39,135
|
+26%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$3.36M
|
+$58K
|
+2,795
|
+2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$3.08M
|
+$757K
|
+36,469
|
+32%
|
|
