|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.11B
|
+$117M
|
+3,491,999
|
+12%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$302M
|
+$4.95M
|
+147,371
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$274M
|
+$18.9M
|
+561,821
|
+8%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$252M
|
-$1.46M
|
-43,596
|
-0.6%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$159M
|
+$9M
|
+267,942
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.3M
|
+$4.46M
|
+132,649
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$83.3M
|
+$3.63M
|
+108,198
|
+5%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$76.3M
|
+$192K
|
+5,730
|
+0.3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$75M
|
+$497K
|
+14,806
|
+0.7%
|
|
|
10
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$68.3M
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$51.3M
|
-$17.3M
|
-514,922
|
-26%
|
|
|
12
|
Park Avenue Securities
New York
|
$50.7M
|
-$900K
|
-26,778
|
-2%
|
|
|
13
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$47.1M
|
+$8.14M
|
+242,312
|
+21%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$41.4M
|
+$9.14M
|
+272,032
|
+29%
|
|
|
15
|
Eastern Bank
Boston,
Massachusetts
|
$39.4M
|
+$38.7M
|
+1,153,036
|
New
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$36.5M
|
+$194K
|
+5,765
|
+0.5%
|
|
|
17
|
|
$35.7M
|
+$23.8M
|
+708,199
|
+211%
|
|
|
18
|
Cantor Fitzgerald Investment Advisors
New York
|
$33.9M
|
-$6.14M
|
-182,673
|
-16%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$33.4M
|
+$3.41M
|
+101,659
|
+12%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$31.9M
|
-$312K
|
-9,287
|
-1%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
+$1.65M
|
+49,216
|
+6%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$29.8M
|
+$1.02M
|
+30,293
|
+4%
|
|
|
23
|
|
$29.3M
|
-$1.25M
|
-37,278
|
-4%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$27.5M
|
-$642K
|
-19,126
|
-2%
|
|
|
25
|
PFS Investments
Duluth,
Georgia
|
$27.5M
|
+$17.3M
|
+514,969
|
+178%
|
|
