|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$386M
|
+$72.7M
|
+1,977,575
|
+24%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$368M
|
+$133M
|
+3,619,024
|
+59%
|
|
|
3
|
|
$124M
|
-$2.57M
|
-69,809
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$61.2M
|
+$7.4M
|
+201,309
|
+14%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$55.9M
|
-$205K
|
-5,582
|
-0.4%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$44.9M
|
+$6.19M
|
+168,482
|
+16%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$26.4M
|
+$25.8M
|
+700,652
|
New
|
|
|
8
|
|
$18.5M
|
-$5.66M
|
-154,096
|
-24%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.4M
|
+$15M
|
+408,492
|
New
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$13.9M
|
+$928K
|
+25,253
|
+7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.7M
|
+$9.44M
|
+256,904
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.19M
|
+$855K
|
+23,254
|
+11%
|
|
|
13
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$9.01M
|
+$39.4K
|
+1,072
|
+0.4%
|
|
|
14
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7.56M
|
-$214K
|
-5,817
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.83M
|
+$1.91M
|
+51,932
|
+39%
|
|
|
16
|
Driehaus Capital Management
Chicago,
Illinois
|
$6.69M
|
+$6.52M
|
+177,253
|
New
|
|
|
17
|
Park Avenue Securities
New York
|
$5.6M
|
+$121K
|
+3,290
|
+2%
|
|
|
18
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$5.49M
|
+$1.29M
|
+35,000
|
+32%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$5.47M
|
-$202K
|
-5,495
|
-4%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.24M
|
+$299K
|
+8,147
|
+10%
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$3.24M
|
+$2.01M
|
+54,600
|
+175%
|
|
|
22
|
|
$2.92M
|
-$949K
|
-25,806
|
-25%
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$2.73M
|
+$27.6K
|
+750
|
+1%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$2.57M
|
+$2.5M
|
+68,040
|
New
|
|
|
25
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.35M
|
+$156K
|
+4,247
|
+7%
|
|
