|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$650M
|
+$117M
|
+2,495,199
|
+22%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$99.5M
|
+$1.27M
|
+27,065
|
+1%
|
|
|
3
|
|
$21.8M
|
+$1.17M
|
+25,078
|
+6%
|
|
|
4
|
BlackRock Investment Management
Wilmington,
Delaware
|
$20.5M
|
+$17M
|
+362,327
|
+505%
|
|
|
5
|
Aviance Capital Management
Sarasota,
Florida
|
$17.6M
|
-$1.37M
|
-29,308
|
-7%
|
|
|
6
|
Bank of New York Mellon
New York
|
$15.1M
|
+$1.87M
|
+40,022
|
+14%
|
|
|
7
|
|
$9.12M
|
-$35.2K
|
-752
|
-0.4%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$8.13M
|
+$380K
|
+8,129
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
-$1M
|
-21,394
|
-12%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$6.25M
|
+$6.18M
|
+132,120
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.13M
|
-$8.5M
|
-181,509
|
-58%
|
|
|
12
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.96M
|
+$2.27M
|
+48,558
|
+63%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.62M
|
+$236K
|
+5,041
|
+5%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$3.94M
|
-$51K
|
-1,090
|
-1%
|
|
|
15
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$3.69M
|
+$3.65M
|
+78,020
|
New
|
|
|
16
|
Sentinel Asset Management
Montpelier,
Vermont
|
$3.5M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.16M
|
+$585K
|
+12,494
|
+23%
|
|
|
18
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.86M
|
+$1.26M
|
+26,995
|
+80%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.83M
|
+$29.1K
|
+622
|
+1%
|
|
|
20
|
Millennium Management
New York
|
$2.42M
|
+$1.39M
|
+29,745
|
+139%
|
|
|
21
|
ETrade Capital Management
Arlington,
Virginia
|
$2.27M
|
+$845K
|
+18,045
|
+60%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.2M
|
+$1.64M
|
+35,126
|
+309%
|
|
|
23
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.19M
|
-$11.7K
|
-250
|
-0.5%
|
|
|
24
|
|
$2.17M
|
-$152K
|
-3,239
|
-7%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$2.11M
|
+$73.8K
|
+1,576
|
+4%
|
|
