|
1
|
Charles Schwab
San Francisco,
California
|
$814M
|
-$27.5M
|
-1,293,347
|
-3%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$558M
|
+$21M
|
+987,105
|
+4%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$203M
|
+$37.7M
|
+1,772,719
|
+23%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$54M
|
+$872K
|
+40,984
|
+2%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$38.1M
|
-$987K
|
-46,415
|
-3%
|
|
|
6
|
Comerica Bank
Dallas,
Texas
|
$18.4M
|
+$18.2M
|
+856,745
|
+17,043%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$384K
|
+18,067
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.5M
|
+$65.6K
|
+3,084
|
+0.4%
|
|
|
9
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$15M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
+$2.31M
|
+108,603
|
+20%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$1.17M
|
+55,172
|
+12%
|
|
|
12
|
Hamrick Investment Counsel
Seattle,
Washington
|
$8.23M
|
+$8.2M
|
+385,266
|
New
|
|
|
13
|
Ocean Park Asset Management
Santa Monica,
California
|
$7.67M
|
–
|
–
|
–
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$7.43M
|
+$7.4M
|
+347,657
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.7M
|
-$432K
|
-20,313
|
-6%
|
|
|
16
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$6.68M
|
-$1.08M
|
-50,679
|
-14%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$6.35M
|
+$93.5K
|
+4,395
|
+2%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$6.16M
|
-$39.4K
|
-1,851
|
-0.6%
|
|
|
19
|
|
$5.76M
|
+$4.25M
|
+199,869
|
+287%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.69M
|
-$2.06M
|
-96,637
|
-27%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$5.56M
|
+$5.53M
|
+260,033
|
New
|
|
|
22
|
Avos Capital Management
Seattle,
Washington
|
$5.34M
|
+$43.4K
|
+2,039
|
+0.8%
|
|
|
23
|
rebel Financial
Groveport,
Ohio
|
$5.08M
|
+$5.06M
|
+237,905
|
New
|
|
|
24
|
Summit Global Investments
Bountiful,
Utah
|
$5.05M
|
+$75.9K
|
+3,566
|
+2%
|
|
|
25
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$4.46M
|
+$2.17M
|
+101,863
|
+95%
|
|
