|
1
|
UBS Group
Zurich,
Switzerland
|
$205M
|
+$1.6M
|
+46,004
|
+0.8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$182M
|
+$55.3M
|
+1,585,735
|
+44%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$156M
|
+$33.1M
|
+949,620
|
+27%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$68.1M
|
+$4.22M
|
+121,045
|
+7%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$43.2M
|
+$12.3M
|
+353,885
|
+40%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$32.6M
|
+$3.93M
|
+112,552
|
+14%
|
|
|
7
|
Sentinel Asset Management
Montpelier,
Vermont
|
$32.6M
|
+$13.4M
|
+383,072
|
+69%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$29.8M
|
+$8.43M
|
+241,593
|
+40%
|
|
|
9
|
|
$28.3M
|
-$517K
|
-14,821
|
-2%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$14.7M
|
+$6.01M
|
+172,249
|
+69%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
$14.6M
|
+$14.6M
|
+418,364
|
New
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.5M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$75.9K
|
-2,176
|
-0.6%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.4M
|
+$1.69M
|
+48,523
|
+17%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
-$1.28M
|
-36,678
|
-11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.57M
|
+$5M
|
+143,351
|
+110%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
$9.51M
|
-$7.88M
|
-225,874
|
-76%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$8.34M
|
+$64.7K
|
+1,854
|
+0.8%
|
|
|
19
|
|
$8.06M
|
-$19.4M
|
-555,300
|
-71%
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
$7.17M
|
+$7.16M
|
+205,339
|
New
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
$7.04M
|
-$196K
|
-5,625
|
-3%
|
|
|
22
|
Aviance Capital Management
Sarasota,
Florida
|
$6.49M
|
+$4.9M
|
+140,421
|
+308%
|
|
|
23
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$5.41M
|
+$239K
|
+6,855
|
+5%
|
|
|
24
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$5.27M
|
+$921K
|
+26,400
|
+21%
|
|
|
25
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$5.03M
|
-$23.9K
|
-685
|
-0.5%
|
|
