|
1
|
Charles Schwab
San Francisco,
California
|
$1.21B
|
+$399M
|
+11,208,810
|
+51%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$608M
|
-$3.88M
|
-108,966
|
-0.7%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$326M
|
+$287M
|
+8,065,582
|
+942%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$264M
|
-$5.66M
|
-159,167
|
-2%
|
|
|
5
|
|
$159M
|
+$133M
|
+3,734,729
|
+610%
|
|
|
6
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$134M
|
+$131M
|
+3,677,353
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$125M
|
+$39.7M
|
+1,115,644
|
+48%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.1M
|
+$11.2M
|
+315,473
|
+13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$87.2M
|
+$4.69M
|
+131,984
|
+6%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$69.2M
|
+$55.9K
|
+1,571
|
+0.1%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$65.6M
|
-$453M
|
-12,745,952
|
-87%
|
|
|
12
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$62.6M
|
-$37.9M
|
-1,066,750
|
-38%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$57.6M
|
+$31.1M
|
+873,418
|
+124%
|
|
|
14
|
Park Avenue Securities
New York
|
$54M
|
+$2.75M
|
+77,387
|
+6%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$42.6M
|
+$1.76M
|
+49,515
|
+4%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$39.8M
|
+$25.9M
|
+727,299
|
+200%
|
|
|
17
|
|
$39.5M
|
+$6.82M
|
+191,607
|
+22%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$39M
|
+$3.58M
|
+100,658
|
+10%
|
|
|
19
|
Cantor Fitzgerald Investment Advisors
New York
|
$38.5M
|
+$7.06M
|
+198,410
|
+23%
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$35.2M
|
+$34.2M
|
+962,483
|
New
|
|
|
21
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$34.9M
|
+$33.9M
|
+954,007
|
New
|
|
|
22
|
People's United Financial
Bridgeport,
Connecticut
|
$32.8M
|
-$2.75M
|
-77,317
|
-8%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$32.8M
|
+$31.9M
|
+897,953
|
+623,578%
|
|
|
24
|
Eastern Bank
Boston,
Massachusetts
|
$31.8M
|
+$1.45M
|
+40,840
|
+5%
|
|
|
25
|
Relative Value Partners Group
|
$31.5M
|
+$30.7M
|
+863,596
|
New
|
|
