|
1
|
UBS Group
Zurich,
Switzerland
|
$125M
|
+$5.4M
|
+159,358
|
+5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$66.4M
|
+$21.2M
|
+625,273
|
+47%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$50.6M
|
+$46.4M
|
+1,370,040
|
+1,126%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$39.6M
|
+$691K
|
+20,404
|
+2%
|
|
|
5
|
|
$35M
|
+$249K
|
+7,350
|
+0.7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$12.4M
|
+$319K
|
+9,429
|
+3%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$12.3M
|
+$3.97M
|
+117,082
|
+48%
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$12.2M
|
+$4.34M
|
+128,105
|
+55%
|
|
|
9
|
Curian Capital
Denver,
Colorado
|
$11.7M
|
-$3.5M
|
-103,459
|
-23%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
+$1.12M
|
+32,980
|
+11%
|
|
|
11
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$8.76M
|
+$149K
|
+4,398
|
+2%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.76M
|
+$364K
|
+10,748
|
+5%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$6.73M
|
+$949K
|
+28,029
|
+16%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$6.41M
|
-$67.3K
|
-1,988
|
-1%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.04M
|
+$6.02M
|
+177,881
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.27M
|
+$2.43M
|
+71,877
|
+86%
|
|
|
17
|
Strategy Asset Managers
Pasadena,
California
|
$4.85M
|
-$17.9K
|
-527
|
-0.4%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$4.64M
|
+$878K
|
+25,910
|
+23%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.2M
|
+$508K
|
+14,987
|
+14%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.69M
|
+$1.42M
|
+41,797
|
+62%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.05M
|
+$476K
|
+14,052
|
+19%
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.93M
|
+$527K
|
+15,570
|
+22%
|
|
|
23
|
|
$2.62M
|
+$2.61M
|
+77,041
|
New
|
|
|
24
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.58M
|
–
|
–
|
–
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$2.32M
|
+$70.3K
|
+2,076
|
+3%
|
|
