|
1
|
Charles Schwab
San Francisco,
California
|
$760M
|
-$26.4M
|
-1,237,027
|
-3%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$571M
|
+$32.9M
|
+1,541,701
|
+6%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$171M
|
-$25.3M
|
-1,182,648
|
-12%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$51.9M
|
-$231K
|
-10,792
|
-0.4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$35.7M
|
-$1.14M
|
-53,126
|
-3%
|
|
|
6
|
Schroder Investment Management Group
London,
United Kingdom
|
$29.4M
|
+$30.8M
|
+1,440,804
|
New
|
|
|
7
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$28.9M
|
+$15M
|
+700,000
|
+100%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$22M
|
+$8.94M
|
+418,352
|
+65%
|
|
|
9
|
|
$21.3M
|
+$22.1M
|
+1,031,768
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$3.28M
|
+153,603
|
+18%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.6M
|
+$682K
|
+31,888
|
+4%
|
|
|
12
|
|
$12.2M
|
+$6.87M
|
+321,469
|
+119%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$11.9M
|
+$12.3M
|
+576,932
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$1.18M
|
+54,987
|
+11%
|
|
|
15
|
Hamrick Investment Counsel
Seattle,
Washington
|
$8.92M
|
+$1M
|
+46,940
|
+12%
|
|
|
16
|
Avos Capital Management
Seattle,
Washington
|
$7.76M
|
+$2.7M
|
+126,365
|
+51%
|
|
|
17
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$7.51M
|
+$1.1M
|
+51,363
|
+16%
|
|
|
18
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$7.43M
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$6.9M
|
+$436K
|
+20,402
|
+7%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$6.57M
|
+$636K
|
+29,738
|
+10%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$6.16M
|
+$33.9K
|
+1,586
|
+0.5%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$5.79M
|
+$442K
|
+20,688
|
+8%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.25M
|
-$257K
|
-12,029
|
-5%
|
|
|
24
|
rebel Financial
Groveport,
Ohio
|
$4.86M
|
-$47.6K
|
-2,226
|
-0.9%
|
|
|
25
|
|
$4.62M
|
+$4.78M
|
+223,659
|
New
|
|
