|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$956M
|
+$182M
|
+5,518,691
|
+24%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$287M
|
+$9.01M
|
+273,419
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$246M
|
-$14.9M
|
-451,168
|
-6%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$245M
|
+$37.6M
|
+1,142,243
|
+18%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$145M
|
+$2.12M
|
+64,259
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.8M
|
+$11M
|
+333,335
|
+15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$76.9M
|
+$58.9M
|
+1,788,878
|
+332%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$73.5M
|
-$254K
|
-7,713
|
-0.3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$72M
|
-$32.9M
|
-998,103
|
-31%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$66.6M
|
+$34.3M
|
+1,039,729
|
+106%
|
|
|
11
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$66.1M
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$52M
|
+$371K
|
+11,267
|
+0.7%
|
|
|
13
|
Park Avenue Securities
New York
|
$50.4M
|
-$2.3M
|
-69,854
|
-4%
|
|
|
14
|
Cantor Fitzgerald Investment Advisors
New York
|
$38.9M
|
+$710K
|
+21,537
|
+2%
|
|
|
15
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$37.6M
|
+$6.54M
|
+198,539
|
+21%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$35.1M
|
-$2.18M
|
-66,209
|
-6%
|
|
|
17
|
Verition Fund Management
Greenwich,
Connecticut
|
$31.2M
|
+$31.1M
|
+944,039
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$31.1M
|
-$13.5M
|
-409,704
|
-30%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$31M
|
-$2.09M
|
-63,355
|
-6%
|
|
|
20
|
|
$29.5M
|
-$4.05M
|
-122,852
|
-12%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
-$9.9M
|
-300,494
|
-25%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$28.9M
|
+$28.9M
|
+876,070
|
New
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$27.8M
|
+$698K
|
+21,174
|
+3%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$27.2M
|
-$6.97M
|
-211,586
|
-20%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$23M
|
+$22.9M
|
+696,130
|
New
|
|
