|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$700M
|
+$73.1M
|
+2,168,335
|
+12%
|
|
|
2
|
Thomaspartners
Boston,
Massachusetts
|
$228M
|
+$229M
|
+6,796,940
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$226M
|
+$4.58M
|
+135,657
|
+2%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$204M
|
+$9.98M
|
+295,713
|
+5%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$130M
|
+$11.2M
|
+333,025
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$7.76M
|
-230,114
|
-7%
|
|
|
7
|
Simply Money Advisors
Cincinnati,
Ohio
|
$75.4M
|
+$75.9M
|
+2,249,030
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$68.7M
|
+$31.1M
|
+920,645
|
+82%
|
|
|
9
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$67.1M
|
+$67.5M
|
+2,000,000
|
New
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$66.7M
|
+$12.8M
|
+379,365
|
+24%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$38.4M
|
+$1.32M
|
+39,208
|
+4%
|
|
|
12
|
|
$34.9M
|
+$129K
|
+3,830
|
+0.4%
|
|
|
13
|
Global Financial Private Capital
Sarasota,
Florida
|
$34M
|
+$5.03M
|
+149,029
|
+17%
|
|
|
14
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$29.8M
|
+$18.4M
|
+544,163
|
+157%
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
$29.5M
|
+$3.05M
|
+90,433
|
+11%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$25.2M
|
-$18.9M
|
-560,694
|
-43%
|
|
|
17
|
WrapManager Inc
Mill Valley,
California
|
$19.1M
|
+$19.2M
|
+569,968
|
New
|
|
|
18
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$17.9M
|
+$983K
|
+29,140
|
+6%
|
|
|
19
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$17.3M
|
-$11.8M
|
-350,513
|
-40%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$17.2M
|
+$17.3M
|
+511,548
|
New
|
|
|
21
|
ALPS Advisors
Denver,
Colorado
|
$16.7M
|
+$158K
|
+4,679
|
+0.9%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$2.31M
|
+68,449
|
+17%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$163K
|
+4,824
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
-$819K
|
-24,265
|
-5%
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$15M
|
-$122K
|
-3,625
|
-0.8%
|
|
