|
1
|
Charles Schwab
San Francisco,
California
|
$841M
|
-$25.2M
|
-1,182,887
|
-3%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$537M
|
+$20.7M
|
+971,934
|
+4%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$165M
|
+$93.3M
|
+4,386,624
|
+132%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$53.1M
|
-$2.33M
|
-109,706
|
-4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$39.1M
|
-$929K
|
-43,662
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$1.73M
|
+81,441
|
+11%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.4M
|
-$750K
|
-35,230
|
-4%
|
|
|
8
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$15M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
+$1.11M
|
+52,196
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.71M
|
-$512K
|
-24,084
|
-5%
|
|
|
11
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$7.76M
|
+$7.73M
|
+363,335
|
New
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.76M
|
+$7.72M
|
+363,103
|
New
|
|
|
13
|
Ocean Park Asset Management
Santa Monica,
California
|
$7.67M
|
+$7.64M
|
+358,900
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$7.14M
|
+$654K
|
+30,737
|
+10%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$6.25M
|
+$95.4K
|
+4,485
|
+2%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$6.2M
|
-$8.32K
|
-391
|
-0.1%
|
|
|
17
|
Avos Capital Management
Seattle,
Washington
|
$5.29M
|
+$822K
|
+38,629
|
+18%
|
|
|
18
|
Summit Global Investments
Bountiful,
Utah
|
$4.97M
|
+$91.5K
|
+4,300
|
+2%
|
|
|
19
|
rebel Financial
Groveport,
Ohio
|
$4.83M
|
-$4.9M
|
-230,338
|
Closed
|
|
|
20
|
Park Avenue Securities
New York
|
$4.47M
|
-$946K
|
-44,485
|
-18%
|
|
|
21
|
City State Bank
Norwalk,
Iowa
|
$4.11M
|
-$281K
|
-13,219
|
-6%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$3.97M
|
+$247K
|
+11,621
|
+7%
|
|
|
23
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$3.95M
|
+$36.7K
|
+1,726
|
+0.9%
|
|
|
24
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.61M
|
+$1.43M
|
+67,340
|
+66%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
-$34.5K
|
-1,621
|
-1%
|
|
