|
1
|
UBS Group
Zurich,
Switzerland
|
$194M
|
+$20.5M
|
+606,974
|
+12%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$114M
|
+$76.3M
|
+2,264,308
|
+215%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$101M
|
+$14.9M
|
+440,635
|
+18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$65.1M
|
+$23M
|
+680,934
|
+56%
|
|
|
5
|
Sentinel Asset Management
Montpelier,
Vermont
|
$47.9M
|
+$47.1M
|
+1,398,017
|
New
|
|
|
6
|
|
$41.9M
|
+$9.03M
|
+267,940
|
+28%
|
|
|
7
|
|
$31.5M
|
+$31M
|
+919,353
|
New
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$26.1M
|
+$12.4M
|
+367,296
|
+93%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$22.7M
|
+$10.6M
|
+313,786
|
+90%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$21.9M
|
+$14M
|
+415,364
|
+186%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$19.4M
|
+$16.4M
|
+486,709
|
+623%
|
|
|
12
|
|
$18.9M
|
+$18.6M
|
+550,299
|
New
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$16.5M
|
+$1.79M
|
+53,235
|
+12%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$526K
|
+15,587
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$169K
|
+5,021
|
+2%
|
|
|
16
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$8.92M
|
+$5.72M
|
+169,600
|
+187%
|
|
|
17
|
|
$8.88M
|
-$126K
|
-3,731
|
-1%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.68M
|
+$509K
|
+15,090
|
+6%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.52M
|
+$6.69M
|
+198,495
|
+397%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.36M
|
+$3.98M
|
+118,089
|
+94%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.2M
|
+$87.7K
|
+2,600
|
+1%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$5.81M
|
-$466K
|
-13,808
|
-8%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4.83M
|
-$519K
|
-15,400
|
-10%
|
|
|
24
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$4.61M
|
+$547K
|
+16,237
|
+14%
|
|
|
25
|
Strategy Asset Managers
Pasadena,
California
|
$4.08M
|
-$654K
|
-19,407
|
-14%
|
|
