|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$780M
|
+$46.5M
|
+1,394,603
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$280M
|
+$280M
|
+8,413,620
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$263M
|
+$25.8M
|
+774,158
|
+11%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$209M
|
-$1.69M
|
-50,785
|
-0.8%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$144M
|
+$8.79M
|
+263,859
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$106M
|
-$11.3M
|
-339,396
|
-10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.4M
|
+$6.81M
|
+204,548
|
+10%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$74.4M
|
+$3.6M
|
+108,176
|
+5%
|
|
|
9
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$66.6M
|
–
|
–
|
–
|
|
|
10
|
|
$58.7M
|
+$57.2M
|
+1,717,156
|
+3,744%
|
|
|
11
|
Park Avenue Securities
New York
|
$52.6M
|
-$2.25M
|
-67,629
|
-4%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$52.1M
|
+$1.08M
|
+32,509
|
+2%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$45M
|
-$10.5M
|
-315,379
|
-19%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$39.3M
|
-$76.4M
|
-2,292,393
|
-66%
|
|
|
15
|
Cantor Fitzgerald Investment Advisors
New York
|
$38.4M
|
+$38.5M
|
+1,154,398
|
New
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$37.5M
|
+$5.85M
|
+175,484
|
+18%
|
|
|
17
|
Global Financial Private Capital
Sarasota,
Florida
|
$34.5M
|
-$2.5M
|
-75,190
|
-7%
|
|
|
18
|
|
$33.8M
|
-$769K
|
-23,070
|
-2%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$33.4M
|
+$1.77M
|
+53,090
|
+6%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$32.5M
|
-$5.31M
|
-159,546
|
-14%
|
|
|
21
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$31.3M
|
+$233K
|
+6,995
|
+0.8%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$27.3M
|
+$1.18M
|
+35,318
|
+5%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.5M
|
-$733K
|
-22,018
|
-3%
|
|
|
24
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$25.2M
|
+$890K
|
+26,723
|
+4%
|
|
|
25
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$18.6M
|
+$196K
|
+5,882
|
+1%
|
|
