|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$344M
|
+$63.3M
|
+1,843,384
|
+23%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$227M
|
+$29M
|
+842,988
|
+15%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$187M
|
+$187M
|
+5,434,937
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$6.68M
|
+194,295
|
+7%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$104M
|
+$11M
|
+320,550
|
+12%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$53.1M
|
-$58.8M
|
-1,712,782
|
-53%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$41.7M
|
-$6.83M
|
-198,870
|
-14%
|
|
|
8
|
|
$39.8M
|
+$2.7M
|
+78,536
|
+7%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$39.5M
|
+$1.8M
|
+52,323
|
+5%
|
|
|
10
|
Sentinel Asset Management
Montpelier,
Vermont
|
$32.7M
|
–
|
–
|
–
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
$31.6M
|
+$2.45M
|
+71,200
|
+8%
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$23.1M
|
-$498K
|
-14,504
|
-2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
+$5.69M
|
+165,594
|
+54%
|
|
|
14
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$15.7M
|
+$501K
|
+14,594
|
+3%
|
|
|
15
|
Flow Traders U.S.
New York
|
$15.6M
|
+$15.6M
|
+453,100
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$1.42M
|
+41,220
|
+10%
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.4M
|
+$458K
|
+13,338
|
+3%
|
|
|
18
|
|
$12.2M
|
-$5.4M
|
-157,305
|
-31%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$162K
|
+4,709
|
+1%
|
|
|
20
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$10.2M
|
+$34.4K
|
+1,000
|
+0.3%
|
|
|
21
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$8.6M
|
+$15.4K
|
+447
|
+0.2%
|
|
|
22
|
Boston Advisors
Boston,
Massachusetts
|
$8.48M
|
+$3.04M
|
+88,469
|
+56%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.19M
|
-$328K
|
-9,546
|
-4%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$7.39M
|
+$7.38M
|
+214,918
|
New
|
|
|
25
|
Stadion Money Management
Watkinsville,
Georgia
|
$6.37M
|
+$1.61M
|
+46,821
|
+34%
|
|
