|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.14B
|
+$9.13M
|
+266,283
|
+0.8%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$406M
|
+$96M
|
+2,798,751
|
+32%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$296M
|
+$15.8M
|
+461,198
|
+6%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$258M
|
+$300K
|
+8,732
|
+0.1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$168M
|
+$4.9M
|
+142,930
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
+$21.4M
|
+622,779
|
+23%
|
|
|
7
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$92.5M
|
+$22.2M
|
+648,041
|
+32%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$86.8M
|
+$1.7M
|
+49,438
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$76.8M
|
+$77.1K
|
+2,247
|
+0.1%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$62.3M
|
-$15.4M
|
-447,676
|
-20%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$52.9M
|
+$418K
|
+12,201
|
+0.8%
|
|
|
12
|
Horizon Investments
Charlotte,
North Carolina
|
$52M
|
+$9.46M
|
+275,862
|
+23%
|
|
|
13
|
Park Avenue Securities
New York
|
$50.8M
|
-$1.26M
|
-36,797
|
-2%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$47.9M
|
+$47.1M
|
+1,372,378
|
+400,110%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$43M
|
+$5.66M
|
+165,076
|
+15%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$39.3M
|
+$6.65M
|
+193,947
|
+21%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$37.6M
|
+$4.91M
|
+143,011
|
+15%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$37.1M
|
+$2.9M
|
+84,645
|
+9%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$35.6M
|
+$7.49M
|
+218,280
|
+27%
|
|
|
20
|
Cantor Fitzgerald Investment Advisors
New York
|
$34.4M
|
-$285K
|
-8,297
|
-0.8%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$30.5M
|
+$31.3K
|
+913
|
+0.1%
|
|
|
22
|
|
$28.7M
|
-$1.15M
|
-33,527
|
-4%
|
|
|
23
|
People's United Financial
Bridgeport,
Connecticut
|
$27.3M
|
+$26.2M
|
+762,597
|
+4,321%
|
|
|
24
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$26.8M
|
+$26.3M
|
+766,531
|
New
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$26.1M
|
-$2.04M
|
-59,384
|
-7%
|
|
