|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$278M
|
+$58.8M
|
+1,729,492
|
+27%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$197M
|
-$7.98M
|
-234,607
|
-4%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$111M
|
-$69.9M
|
-2,053,680
|
-39%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$97.6M
|
+$10.3M
|
+301,374
|
+12%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$92.1M
|
+$86.9M
|
+2,554,921
|
+1,797%
|
|
|
6
|
WBI Investments
Red Bank,
New Jersey
|
$67.1M
|
+$66.9M
|
+1,966,013
|
New
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$48.1M
|
+$2.96M
|
+86,948
|
+7%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$37.4M
|
+$3M
|
+88,158
|
+9%
|
|
|
9
|
|
$36.8M
|
+$2.6M
|
+76,299
|
+8%
|
|
|
10
|
Sentinel Asset Management
Montpelier,
Vermont
|
$32.4M
|
+$504K
|
+14,830
|
+2%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
$28.9M
|
+$219K
|
+6,428
|
+0.8%
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$23.4M
|
+$23.3M
|
+685,102
|
New
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$22.2M
|
+$7.99M
|
+235,030
|
+57%
|
|
|
14
|
|
$17.4M
|
+$17.4M
|
+510,584
|
New
|
|
|
15
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$15.1M
|
+$1.49M
|
+43,677
|
+11%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.8M
|
+$898K
|
+26,413
|
+7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$13.5M
|
-$392K
|
-11,527
|
-3%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$11.9M
|
-$17.3M
|
-509,957
|
-59%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$20.9K
|
+614
|
+0.2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$2.05M
|
-60,312
|
-17%
|
|
|
21
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$10.1M
|
+$27.2K
|
+800
|
+0.3%
|
|
|
22
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$9.76M
|
-$6.56M
|
-192,808
|
-40%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.56M
|
-$390K
|
-11,466
|
-4%
|
|
|
24
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$8.51M
|
+$2.31M
|
+67,784
|
+37%
|
|
|
25
|
Probity Advisors
Dallas,
Texas
|
$6.68M
|
-$1.06M
|
-31,234
|
-14%
|
|
