|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$640M
|
+$231M
|
+6,721,541
|
+56%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$226M
|
-$4.37M
|
-127,084
|
-2%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$198M
|
+$8.01M
|
+233,165
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$121M
|
+$10.2M
|
+297,900
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$117M
|
-$502K
|
-14,618
|
-0.4%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$55M
|
+$7.7M
|
+223,887
|
+16%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$44.9M
|
+$2.43M
|
+70,649
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
+$1.57M
|
+45,550
|
+4%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$37.9M
|
-$15.8M
|
-460,607
|
-29%
|
|
|
10
|
|
$35.5M
|
+$1.14M
|
+33,078
|
+3%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$29.6M
|
+$2.84M
|
+82,511
|
+11%
|
|
|
12
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$29.6M
|
+$29.8M
|
+865,645
|
New
|
|
|
13
|
Stadion Money Management
Watkinsville,
Georgia
|
$27M
|
+$19.3M
|
+561,550
|
+246%
|
|
|
14
|
|
$25.6M
|
+$25.7M
|
+748,352
|
New
|
|
|
15
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$17.3M
|
+$1.31M
|
+37,978
|
+8%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$16.9M
|
-$14.9M
|
-432,859
|
-47%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$10.9M
|
+318,511
|
+207%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$16.1M
|
+$651K
|
+18,925
|
+4%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.4M
|
+$549K
|
+15,958
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$1.65M
|
+48,023
|
+13%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.9M
|
+$9.49M
|
+276,098
|
+212%
|
|
|
22
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$11.8M
|
+$1.01M
|
+29,359
|
+9%
|
|
|
23
|
Boston Advisors
Boston,
Massachusetts
|
$10.4M
|
+$991K
|
+28,844
|
+10%
|
|
|
24
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$10.3M
|
+$68.7K
|
+2,000
|
+0.7%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.86M
|
+$417K
|
+12,121
|
+4%
|
|
