|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$794M
|
+$142M
|
+3,027,521
|
+22%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$114M
|
+$107M
|
+2,274,152
|
+1,721%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$103M
|
+$2.87M
|
+60,976
|
+3%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$50.2M
|
+$49.8M
|
+1,059,378
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$46.6M
|
+$38.7M
|
+823,347
|
+515%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
+$24.5M
|
+521,807
|
+534%
|
|
|
7
|
|
$28.4M
|
+$6.51M
|
+138,448
|
+30%
|
|
|
8
|
BlackRock Investment Management
Wilmington,
Delaware
|
$22.2M
|
+$1.6M
|
+33,963
|
+8%
|
|
|
9
|
Bank of New York Mellon
New York
|
$19.3M
|
+$4.08M
|
+86,882
|
+27%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
+$13.5M
|
+288,252
|
+764%
|
|
|
11
|
Aviance Capital Management
Sarasota,
Florida
|
$15.3M
|
-$2.32M
|
-49,335
|
-13%
|
|
|
12
|
BlackRock Advisors
Wilmington,
Delaware
|
$10.9M
|
+$10.8M
|
+229,527
|
New
|
|
|
13
|
Cardan Capital Partners
Denver,
Colorado
|
$8.38M
|
+$243K
|
+5,167
|
+3%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8.03M
|
+$7.97M
|
+169,651
|
New
|
|
|
15
|
WP Advisors
San Francisco,
California
|
$7.49M
|
+$7.43M
|
+158,143
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.82M
|
+$679K
|
+14,444
|
+11%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.23M
|
+$264K
|
+5,616
|
+4%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.24M
|
+$5.21M
|
+110,744
|
New
|
|
|
19
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.74M
|
+$4.46M
|
+94,885
|
+1,835%
|
|
|
20
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.47M
|
+$772K
|
+16,430
|
+21%
|
|
|
21
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.33M
|
+$1.46M
|
+30,960
|
+51%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.98M
|
+$792K
|
+16,838
|
+25%
|
|
|
23
|
Sentinel Asset Management
Montpelier,
Vermont
|
$3.5M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
+$1.41M
|
+29,983
|
+79%
|
|
|
25
|
ETrade Capital Management
Arlington,
Virginia
|
$3.2M
|
+$928K
|
+19,749
|
+41%
|
|
