|
1
|
Charles Schwab
San Francisco,
California
|
$868M
|
-$34.4M
|
-1,667,235
|
-4%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$517M
|
+$18.1M
|
+876,462
|
+4%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$71.2M
|
+$51.8M
|
+2,505,430
|
+306%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$55.6M
|
-$9.84M
|
-476,525
|
-16%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$40.1M
|
-$1.62M
|
-78,587
|
-4%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.2M
|
+$1.13M
|
+54,583
|
+7%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$16.9M
|
+$16.2M
|
+786,101
|
+15,659%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.1M
|
-$2.14M
|
-103,613
|
-12%
|
|
|
9
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$15M
|
+$10.3M
|
+500,000
|
+250%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$2.32M
|
+112,149
|
+30%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$411K
|
+19,909
|
+4%
|
|
|
12
|
|
$7.42M
|
+$1.71M
|
+82,900
|
+31%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$6.49M
|
+$1.03M
|
+49,913
|
+20%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$6.22M
|
+$248K
|
+12,012
|
+4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$6.17M
|
-$161K
|
-7,792
|
-3%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$6.03M
|
+$13.1K
|
+633
|
+0.2%
|
|
|
17
|
Park Avenue Securities
New York
|
$5.43M
|
-$67.5K
|
-3,270
|
-1%
|
|
|
18
|
rebel Financial
Groveport,
Ohio
|
$4.93M
|
+$4.76M
|
+230,338
|
New
|
|
|
19
|
Summit Global Investments
Bountiful,
Utah
|
$4.89M
|
+$284K
|
+13,748
|
+6%
|
|
|
20
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$4.48M
|
+$2.12M
|
+102,762
|
+96%
|
|
|
21
|
Avos Capital Management
Seattle,
Washington
|
$4.47M
|
+$924K
|
+44,739
|
+27%
|
|
|
22
|
City State Bank
Norwalk,
Iowa
|
$4.4M
|
+$620
|
+30
|
+0%
|
|
|
23
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$3.92M
|
+$138K
|
+6,677
|
+4%
|
|
|
24
|
Austin Private Wealth
Austin,
Texas
|
$3.73M
|
+$1.34M
|
+64,973
|
+59%
|
|
|
25
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.09M
|
+$812K
|
+39,313
|
+37%
|
|
