|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$356M
|
+$77.1M
|
+3,282,145
|
+29%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$214M
|
-$4.67M
|
-198,781
|
-2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$213M
|
-$41.7M
|
-1,776,266
|
-17%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85.7M
|
+$8.09M
|
+344,337
|
+11%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$71.9M
|
-$3.71M
|
-157,725
|
-5%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$71.7M
|
-$22.8M
|
-970,526
|
-25%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$62.6M
|
-$5.92M
|
-251,863
|
-9%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$53.4M
|
+$24.7M
|
+1,053,013
|
+94%
|
|
|
9
|
Western Asset Management Company
Pasadena,
California
|
$48.9M
|
–
|
–
|
–
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$42.2M
|
-$23.3M
|
-992,268
|
-36%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$38M
|
-$1.92M
|
-81,842
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$35M
|
+$2.75M
|
+116,923
|
+9%
|
|
|
13
|
|
$34.2M
|
+$15M
|
+639,899
|
+83%
|
|
|
14
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$33.3M
|
+$19.9M
|
+845,600
|
+160%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$33M
|
-$3.35M
|
-142,693
|
-9%
|
|
|
16
|
NinePointTwo Capital
Los Angeles,
California
|
$30.3M
|
-$844K
|
-35,908
|
-3%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$29.7M
|
+$323K
|
+13,760
|
+1%
|
|
|
18
|
|
$27.6M
|
-$9.06M
|
-385,747
|
-25%
|
|
|
19
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$26.2M
|
+$1.49M
|
+63,391
|
+6%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24.7M
|
-$2.24M
|
-95,315
|
-9%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$23.9M
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
+$4.52M
|
+192,563
|
+25%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.9M
|
-$507K
|
-21,572
|
-2%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.7M
|
+$21.1M
|
+896,631
|
New
|
|
|
25
|
TIAA FSB
Jacksonville,
Florida
|
$15.6M
|
-$1.98M
|
-84,403
|
-12%
|
|
