|
1
|
Charles Schwab
San Francisco,
California
|
$847M
|
-$51.4M
|
-2,567,694
|
-6%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$467M
|
+$30.8M
|
+1,538,235
|
+7%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$61.7M
|
-$4.18M
|
-209,012
|
-6%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$39.2M
|
-$1.64M
|
-81,861
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.2M
|
-$7.62M
|
-380,790
|
-31%
|
|
|
6
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$16.5M
|
-$2.68M
|
-134,050
|
-14%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.1M
|
-$148K
|
-7,382
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.21M
|
-$791K
|
-39,515
|
-8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.54M
|
-$907K
|
-45,306
|
-11%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$5.94M
|
-$6.7M
|
-334,582
|
-53%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$5.64M
|
-$463K
|
-23,129
|
-8%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$5.59M
|
+$5.53K
|
+276
|
+0.1%
|
|
|
13
|
|
$5.29M
|
+$2.88M
|
+143,800
|
+120%
|
|
|
14
|
Park Avenue Securities
New York
|
$5.15M
|
-$29.8K
|
-1,488
|
-0.6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$5.09M
|
+$3.14M
|
+156,932
|
+163%
|
|
|
16
|
Summit Global Investments
Bountiful,
Utah
|
$4.31M
|
+$4.3M
|
+214,694
|
New
|
|
|
17
|
City State Bank
Norwalk,
Iowa
|
$4.12M
|
+$204K
|
+10,200
|
+5%
|
|
|
18
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$4.01M
|
–
|
–
|
–
|
|
|
19
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$3.54M
|
+$3.53M
|
+176,468
|
New
|
|
|
20
|
Avos Capital Management
Seattle,
Washington
|
$3.3M
|
+$3.29M
|
+164,275
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
+$49.2K
|
+2,457
|
+2%
|
|
|
22
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.73M
|
-$2.11M
|
-105,486
|
-44%
|
|
|
23
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.42M
|
+$39K
|
+1,948
|
+2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.25M
|
-$505K
|
-25,227
|
-18%
|
|
|
25
|
Austin Private Wealth
Austin,
Texas
|
$2.19M
|
+$1.4M
|
+69,792
|
+177%
|
|
