|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$218M
|
+$41.3M
|
+1,205,131
|
+23%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$203M
|
+$4.69M
|
+136,964
|
+2%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$180M
|
+$29.3M
|
+854,465
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$86.7M
|
+$20.8M
|
+607,348
|
+31%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$44.8M
|
+$2.87M
|
+83,721
|
+7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$34.2M
|
+$2.52M
|
+73,459
|
+8%
|
|
|
7
|
|
$34M
|
+$6.52M
|
+190,299
|
+23%
|
|
|
8
|
Sentinel Asset Management
Montpelier,
Vermont
|
$31.7M
|
–
|
–
|
–
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$29.1M
|
+$200K
|
+5,831
|
+0.7%
|
|
|
10
|
ALPS Advisors
Denver,
Colorado
|
$28.5M
|
+$14.5M
|
+422,494
|
+101%
|
|
|
11
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$16.2M
|
+$2M
|
+58,231
|
+14%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$14.1M
|
+$49.4K
|
+1,442
|
+0.3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$719K
|
+20,975
|
+5%
|
|
|
14
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$13.5M
|
+$12.5M
|
+366,034
|
+1,136%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$12.8M
|
+$1.76M
|
+51,501
|
+16%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$2.02M
|
+58,931
|
+19%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$1.74M
|
+50,748
|
+19%
|
|
|
18
|
Bank of New York Mellon
New York
|
$10.2M
|
+$9.87M
|
+288,023
|
+2,271%
|
|
|
19
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$9.99M
|
+$10.1M
|
+294,500
|
New
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.9M
|
+$8.98M
|
+262,109
|
+81,909%
|
|
|
21
|
Probity Advisors
Dallas,
Texas
|
$7.7M
|
+$5.3M
|
+154,632
|
+214%
|
|
|
22
|
|
$6.59M
|
+$5.77M
|
+168,311
|
+647%
|
|
|
23
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$6.16M
|
+$4.82M
|
+140,760
|
+345%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$5.91M
|
+$5.95M
|
+173,575
|
New
|
|
|
25
|
|
$5.75M
|
-$2.11M
|
-61,500
|
-27%
|
|
