|
1
|
Charles Schwab
San Francisco,
California
|
$746M
|
+$770M
|
+21,946,870
|
New
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$570M
|
-$780M
|
-22,237,272
|
-57%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$524M
|
+$27.8M
|
+792,683
|
+6%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$251M
|
-$11.5M
|
-326,969
|
-4%
|
|
|
5
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$94.6M
|
-$1.23M
|
-35,000
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.6M
|
-$26.5M
|
-756,228
|
-24%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$78.3M
|
+$2.72M
|
+77,579
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$76.7M
|
-$2.85M
|
-81,356
|
-3%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$64.4M
|
-$3.76M
|
-107,217
|
-5%
|
|
|
10
|
Park Avenue Securities
New York
|
$47.6M
|
+$1.1M
|
+31,318
|
+2%
|
|
|
11
|
Barclays
London,
United Kingdom
|
$42.3M
|
+$43.6M
|
+1,242,519
|
New
|
|
|
12
|
Cerity Partners OCIO
New York
|
$38M
|
-$2.85M
|
-81,239
|
-7%
|
|
|
13
|
Bank of New York Mellon
New York
|
$33.8M
|
+$34.8M
|
+993,501
|
New
|
|
|
14
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$33.3M
|
+$28.1M
|
+801,122
|
+447%
|
|
|
15
|
People's United Financial
Bridgeport,
Connecticut
|
$33.2M
|
+$2.01M
|
+57,199
|
+6%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$32.9M
|
+$74.4K
|
+2,121
|
+0.2%
|
|
|
17
|
|
$30.3M
|
+$1.61M
|
+45,969
|
+5%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$29.1M
|
-$25.6M
|
-730,186
|
-46%
|
|
|
19
|
Cantor Fitzgerald Investment Advisors
New York
|
$29.1M
|
-$2.2M
|
-62,684
|
-7%
|
|
|
20
|
Eastern Bank
Boston,
Massachusetts
|
$28.2M
|
+$28.5M
|
+811,479
|
+4,649%
|
|
|
21
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$25.1M
|
-$30.9M
|
-881,855
|
-54%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
-$3.47M
|
-98,861
|
-12%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$24.3M
|
+$25.1M
|
+715,414
|
New
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$24.2M
|
+$1.67M
|
+47,700
|
+7%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$23.9M
|
-$5.8M
|
-165,345
|
-19%
|
|
