|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.38B
|
+$106M
|
+2,999,344
|
+8%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$488M
|
+$49.2M
|
+1,394,439
|
+11%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$272M
|
+$7.49M
|
+212,398
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
+$1.59M
|
+45,012
|
+1%
|
|
|
5
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$99.5M
|
+$8.01M
|
+227,301
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$82.5M
|
-$3.48M
|
-98,701
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$78.6M
|
-$13.3M
|
-376,106
|
-14%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$70.6M
|
+$4.87M
|
+138,228
|
+7%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$64.5M
|
+$1.06M
|
+30,043
|
+2%
|
|
|
10
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$57.2M
|
+$754K
|
+21,401
|
+1%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$56M
|
+$57.7K
|
+1,637
|
+0.1%
|
|
|
12
|
Park Avenue Securities
New York
|
$48.4M
|
-$992K
|
-28,139
|
-2%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$42.7M
|
+$2.93M
|
+83,133
|
+7%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$39.7M
|
-$3.43M
|
-97,448
|
-8%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$34.1M
|
+$1.31M
|
+37,095
|
+4%
|
|
|
16
|
People's United Financial
Bridgeport,
Connecticut
|
$32.5M
|
+$2.65M
|
+75,105
|
+9%
|
|
|
17
|
Cantor Fitzgerald Investment Advisors
New York
|
$32.4M
|
-$753K
|
-21,369
|
-2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
+$534K
|
+15,152
|
+2%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$29.9M
|
-$1.37M
|
-38,854
|
-4%
|
|
|
20
|
|
$29.8M
|
+$800K
|
+22,687
|
+3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
-$2.06M
|
-58,474
|
-7%
|
|
|
22
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$25.8M
|
+$1.82M
|
+51,520
|
+8%
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$23.4M
|
+$2.71M
|
+76,926
|
+13%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$20.6M
|
-$68.9K
|
-1,955
|
-0.3%
|
|
|
25
|
Redwood Investment Management
Scottsdale,
Arizona
|
$20.2M
|
+$790K
|
+22,418
|
+4%
|
|
