|
1
|
UBS Group
Zurich,
Switzerland
|
$203M
|
+$5.45M
|
+158,182
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$127M
|
+$23.7M
|
+689,298
|
+23%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$122M
|
+$6.4M
|
+185,902
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$63.8M
|
-$2.39M
|
-69,521
|
-4%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$30.9M
|
+$30.5M
|
+884,926
|
New
|
|
|
6
|
|
$28.8M
|
-$13.7M
|
-397,044
|
-32%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$28.7M
|
+$11.7M
|
+340,801
|
+71%
|
|
|
8
|
|
$27.4M
|
+$27.1M
|
+786,300
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$21.3M
|
+$1.58M
|
+45,846
|
+8%
|
|
|
10
|
Sentinel Asset Management
Montpelier,
Vermont
|
$19.3M
|
-$29.1M
|
-846,029
|
-61%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.4M
|
+$8.02M
|
+232,990
|
+129%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$2.12M
|
+61,688
|
+19%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$1.16M
|
-33,573
|
-9%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
$10.4M
|
+$10.3M
|
+298,260
|
New
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.71M
|
+$856K
|
+24,862
|
+10%
|
|
|
16
|
|
$9.04M
|
+$999
|
+29
|
+0%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$8.66M
|
+$4.48M
|
+130,050
|
+110%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$8.27M
|
+$7.89M
|
+229,242
|
+2,987%
|
|
|
19
|
|
$7.59M
|
-$11.5M
|
-332,732
|
-60%
|
|
|
20
|
|
$7.34M
|
-$24.4M
|
-708,897
|
-77%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$7.23M
|
+$1.3M
|
+37,815
|
+22%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.9M
|
-$1.59M
|
-46,237
|
-19%
|
|
|
23
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$5.17M
|
+$5.1M
|
+148,180
|
New
|
|
|
24
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$5.05M
|
+$356K
|
+10,343
|
+8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.56M
|
+$1.58M
|
+45,991
|
+54%
|
|
