|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$733M
|
+$38.9M
|
+1,168,537
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$237M
|
+$13.2M
|
+395,967
|
+6%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$211M
|
+$8.17M
|
+245,648
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$135M
|
+$6.33M
|
+190,106
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$11M
|
+330,485
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
+$47.4M
|
+1,424,227
|
+69%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$70.8M
|
+$4.59M
|
+138,059
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.6M
|
+$51.5M
|
+1,547,483
|
+321%
|
|
|
9
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$66.6M
|
–
|
–
|
–
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$55.5M
|
+$55.5M
|
+1,667,243
|
New
|
|
|
11
|
Park Avenue Securities
New York
|
$54.9M
|
+$54.7M
|
+1,643,511
|
+14,830%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$51M
|
+$47.6M
|
+1,431,119
|
+1,435%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$37.8M
|
-$333K
|
-10,004
|
-0.9%
|
|
|
14
|
Global Financial Private Capital
Sarasota,
Florida
|
$37M
|
+$3.2M
|
+96,175
|
+9%
|
|
|
15
|
|
$34.6M
|
-$53K
|
-1,594
|
-0.2%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$31.7M
|
+$31.7M
|
+952,126
|
New
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$31.6M
|
+$14.6M
|
+438,453
|
+86%
|
|
|
18
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$31M
|
+$1.4M
|
+42,044
|
+5%
|
|
|
19
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.2M
|
-$2.08M
|
-62,441
|
-7%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$26.1M
|
+$1.08M
|
+32,311
|
+4%
|
|
|
21
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$24.3M
|
+$7.2M
|
+216,256
|
+42%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
+$3.74M
|
+112,410
|
+25%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$2.68M
|
+80,626
|
+17%
|
|
|
24
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$18.4M
|
+$599K
|
+18,010
|
+3%
|
|
|
25
|
People's United Financial
Bridgeport,
Connecticut
|
$15M
|
+$29.9K
|
+900
|
New
|
|
