|
1
|
Charles Schwab
San Francisco,
California
|
$1.13B
|
-$62.1M
|
-1,683,205
|
-5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$559M
|
-$25.4M
|
-688,308
|
-4%
|
|
|
3
|
|
$490M
|
+$443
|
+12
|
+0%
|
|
|
4
|
Federal Reserve Bank of New York
New York
|
$490M
|
+$486M
|
+13,181,447
|
New
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$264M
|
-$2.6M
|
-70,321
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$173M
|
+$33.5M
|
+908,294
|
+24%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$118M
|
-$204M
|
-5,516,089
|
-63%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$2.07M
|
+56,077
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$95.1M
|
+$1.4M
|
+37,939
|
+2%
|
|
|
10
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$72.2M
|
+$71.6M
|
+1,940,934
|
New
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$65.6M
|
+$65M
|
+1,760,069
|
+1,827%
|
|
|
12
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$61.3M
|
-$1.18M
|
-32,000
|
-2%
|
|
|
13
|
Park Avenue Securities
New York
|
$56M
|
-$149K
|
-4,046
|
-0.3%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$54M
|
+$1.71M
|
+46,238
|
+3%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$50.1M
|
+$49.7M
|
+1,346,628
|
New
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$49.4M
|
+$2.91M
|
+78,809
|
+6%
|
|
|
17
|
Cantor Fitzgerald Investment Advisors
New York
|
$42.3M
|
+$3.17M
|
+85,979
|
+8%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$40.5M
|
+$3.35M
|
+90,794
|
+9%
|
|
|
19
|
|
$40.2M
|
-$964K
|
-26,120
|
-2%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$34.8M
|
-$3.04M
|
-82,376
|
-8%
|
|
|
21
|
People's United Financial
Bridgeport,
Connecticut
|
$32.5M
|
-$230K
|
-6,220
|
-0.7%
|
|
|
22
|
Relative Value Partners Group
|
$32.3M
|
+$229K
|
+6,211
|
+0.7%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$32.1M
|
-$304K
|
-8,248
|
-0.9%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
+$1.11M
|
+30,011
|
+4%
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$30M
|
+$1.63M
|
+44,229
|
+6%
|
|
