|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$745M
|
+$169M
|
+4,672,768
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$371M
|
+$72.9M
|
+2,014,269
|
+25%
|
|
|
3
|
|
$106M
|
-$3.05M
|
-84,319
|
-3%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$100M
|
-$2.07M
|
-57,145
|
-2%
|
|
|
5
|
|
$97.9M
|
+$9.77K
|
+270
|
+0%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$76.2M
|
-$8.17M
|
-225,588
|
-10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$75.2M
|
-$16.7M
|
-460,834
|
-18%
|
|
|
8
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$74.6M
|
+$72.9M
|
+2,013,783
|
New
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$62.9M
|
+$5.88M
|
+162,439
|
+11%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$58.5M
|
+$7.6K
|
+210
|
+0%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$38.1M
|
+$12.4M
|
+341,651
|
+50%
|
|
|
12
|
|
$34.9M
|
-$54.7K
|
-1,511
|
-0.2%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$31.7M
|
+$2.09M
|
+57,837
|
+7%
|
|
|
14
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$29.5M
|
+$28.8M
|
+796,500
|
New
|
|
|
15
|
PineBridge Investments
New York
|
$21.5M
|
+$21.1M
|
+581,976
|
New
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$19.9M
|
+$19.5M
|
+539,150
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$405K
|
+11,195
|
+2%
|
|
|
18
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.2M
|
+$11.5M
|
+319,028
|
+349%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$15M
|
-$62.8K
|
-1,735
|
-0.4%
|
|
|
20
|
|
$13M
|
+$12.7M
|
+351,659
|
New
|
|
|
21
|
Park Avenue Securities
New York
|
$11.9M
|
-$201K
|
-5,551
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$2.83M
|
+78,152
|
+37%
|
|
|
23
|
New York Life Investment Management
New York
|
$10.1M
|
+$683K
|
+18,867
|
+7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$8.16M
|
+$1.78M
|
+49,094
|
+29%
|
|
|
25
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7.71M
|
-$6.59M
|
-182,153
|
-47%
|
|
