|
1
|
Charles Schwab
San Francisco,
California
|
$1.18B
|
-$42.9M
|
-1,164,455
|
-4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$578M
|
-$34.3M
|
-931,872
|
-6%
|
|
|
3
|
|
$485M
|
+$485M
|
+13,181,608
|
+3,087,028%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$320M
|
-$8.47M
|
-230,165
|
-3%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$263M
|
-$2.18M
|
-59,340
|
-0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$137M
|
+$11.7M
|
+318,305
|
+9%
|
|
|
7
|
|
$104M
|
-$55.6M
|
-1,510,756
|
-35%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
+$4.72M
|
+128,246
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$92.7M
|
+$4.93M
|
+133,946
|
+6%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$72M
|
+$2.38M
|
+64,537
|
+3%
|
|
|
11
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$61.8M
|
-$1.29M
|
-35,000
|
-2%
|
|
|
12
|
Park Avenue Securities
New York
|
$55.5M
|
+$1.14M
|
+30,908
|
+2%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$51.7M
|
+$19.7M
|
+535,400
|
+62%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$46M
|
+$6.72M
|
+182,597
|
+17%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$45.9M
|
+$3.04M
|
+82,481
|
+7%
|
|
|
16
|
|
$40.7M
|
+$907K
|
+24,644
|
+2%
|
|
|
17
|
Cantor Fitzgerald Investment Advisors
New York
|
$38.4M
|
-$41.1K
|
-1,117
|
-0.1%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$37.5M
|
+$4.48M
|
+121,590
|
+14%
|
|
|
19
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$36.7M
|
+$1.65M
|
+44,761
|
+5%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$32.4M
|
+$11.3M
|
+307,148
|
+53%
|
|
|
21
|
People's United Financial
Bridgeport,
Connecticut
|
$32.3M
|
-$733K
|
-19,899
|
-2%
|
|
|
22
|
Relative Value Partners Group
|
$31.7M
|
-$24K
|
-652
|
-0.1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$29.4M
|
+$2.03M
|
+55,042
|
+7%
|
|
|
24
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$28.4M
|
+$1.07M
|
+29,100
|
+4%
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$28M
|
+$1.04M
|
+28,203
|
+4%
|
|
