|
1
|
Charles Schwab
San Francisco,
California
|
$875M
|
-$56.3M
|
-2,793,304
|
-6%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$424M
|
+$30.7M
|
+1,521,320
|
+8%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$64.1M
|
+$5.13M
|
+254,741
|
+8%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$39.7M
|
+$1.04M
|
+51,608
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$1.15M
|
+56,925
|
+5%
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$18.6M
|
+$56.4K
|
+2,800
|
+0.3%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.8M
|
+$1.56M
|
+77,308
|
+11%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$12.3M
|
+$335K
|
+16,599
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.73M
|
+$701K
|
+34,781
|
+8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.22M
|
+$62K
|
+3,076
|
+0.7%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$5.94M
|
+$123K
|
+6,082
|
+2%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$5.44M
|
+$2.31M
|
+114,465
|
+70%
|
|
|
13
|
Park Avenue Securities
New York
|
$5.04M
|
-$981K
|
-48,685
|
-16%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.72M
|
+$222K
|
+10,994
|
+5%
|
|
|
15
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$3.91M
|
–
|
–
|
–
|
|
|
16
|
City State Bank
Norwalk,
Iowa
|
$3.81M
|
-$414K
|
-20,548
|
-10%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
-$4.7M
|
-233,249
|
-63%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
+$65.6K
|
+3,253
|
+2%
|
|
|
19
|
|
$2.34M
|
-$54.4K
|
-2,700
|
-2%
|
|
|
20
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.32M
|
+$2.39M
|
+118,570
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.24M
|
+$185K
|
+9,174
|
+9%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.21M
|
+$217K
|
+10,746
|
+11%
|
|
|
23
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$2.14M
|
-$2.18M
|
-108,292
|
-50%
|
|
|
24
|
|
$2.06M
|
-$204K
|
-10,123
|
-9%
|
|
|
25
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.05M
|
-$60.6K
|
-3,005
|
-3%
|
|
