|
1
|
Charles Schwab
San Francisco,
California
|
$986M
|
+$996M
|
+49,533,694
|
+86,495%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$385M
|
+$29.7M
|
+1,478,111
|
+8%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$60.2M
|
+$4.53M
|
+225,253
|
+8%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$53.9M
|
-$1.99M
|
-98,907
|
-4%
|
|
|
5
|
|
$22.7M
|
+$21.7M
|
+1,079,839
|
+1,781%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$756K
|
+37,596
|
+4%
|
|
|
7
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19.7M
|
-$3.81M
|
-189,150
|
-16%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$12.8M
|
+$107K
|
+5,322
|
+0.8%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$12.4M
|
+$6.07M
|
+301,515
|
+94%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.6M
|
+$1.89M
|
+93,905
|
+21%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.27M
|
+$370K
|
+18,371
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.55M
|
-$1.47M
|
-73,006
|
-16%
|
|
|
13
|
Park Avenue Securities
New York
|
$5.81M
|
+$297K
|
+14,762
|
+5%
|
|
|
14
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.04M
|
-$6.12M
|
-304,280
|
-55%
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.61M
|
+$225K
|
+11,178
|
+5%
|
|
|
16
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$4.31M
|
+$2.35M
|
+116,645
|
+117%
|
|
|
17
|
City State Bank
Norwalk,
Iowa
|
$4.15M
|
+$395K
|
+19,618
|
+10%
|
|
|
18
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$3.98M
|
–
|
–
|
–
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$3.28M
|
+$21.5K
|
+1,070
|
+0.7%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$3.09M
|
+$131K
|
+6,505
|
+4%
|
|
|
21
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.06M
|
-$5.52M
|
-274,202
|
-64%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3M
|
+$10.7K
|
+530
|
+0.4%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3M
|
+$3.03M
|
+150,597
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
-$71.5K
|
-3,552
|
-3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.41M
|
+$171K
|
+8,494
|
+8%
|
|
