|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$477M
|
+$86.6M
|
+2,287,875
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$436M
|
+$63.2M
|
+1,668,352
|
+17%
|
|
|
3
|
|
$120M
|
-$6.13M
|
-161,789
|
-5%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$86M
|
+$29.3M
|
+773,617
|
+52%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$75.9M
|
+$13.9M
|
+366,411
|
+23%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$59.6M
|
+$59.1M
|
+1,560,563
|
New
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$58.7M
|
+$58.2M
|
+1,537,315
|
New
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$57.8M
|
+$56.6M
|
+1,495,180
|
+7,619%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$52.1M
|
+$6.82M
|
+180,151
|
+15%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$26.7M
|
+$947
|
+25
|
+0%
|
|
|
11
|
|
$26.5M
|
+$7.76M
|
+205,054
|
+42%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$21M
|
+$11.6M
|
+306,213
|
+126%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.9M
|
+$5.3M
|
+139,926
|
+34%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$19.6M
|
+$19.5M
|
+514,946
|
New
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$15.9M
|
+$15.8M
|
+417,319
|
New
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$14.5M
|
+$399K
|
+10,540
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$1.1M
|
+29,088
|
+11%
|
|
|
18
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$10M
|
-$103K
|
-2,712
|
-1%
|
|
|
19
|
New York Life Investment Management
New York
|
$8.21M
|
+$6.38M
|
+168,623
|
+362%
|
|
|
20
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$7.83M
|
+$2.27M
|
+59,850
|
+41%
|
|
|
21
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7.71M
|
-$46.8K
|
-1,235
|
-0.6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.04M
|
-$899K
|
-23,744
|
-13%
|
|
|
23
|
Park Avenue Securities
New York
|
$5.72M
|
+$58.9K
|
+1,556
|
+1%
|
|
|
24
|
UBS O'Connor
Chicago,
Illinois
|
$5.72M
|
+$5.68M
|
+150,000
|
New
|
|
|
25
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$5.61M
|
+$4.47M
|
+117,946
|
+405%
|
|
