|
1
|
Charles Schwab
San Francisco,
California
|
$1.02B
|
-$76.3M
|
-2,078,325
|
-7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$729M
|
+$187M
|
+5,092,064
|
+34%
|
|
|
3
|
|
$478M
|
+$4.44K
|
+121
|
+0%
|
|
|
4
|
Federal Reserve Bank of New York
New York
|
$478M
|
–
|
–
|
–
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$264M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$208M
|
+$40.2M
|
+1,096,405
|
+24%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$133M
|
+$18.5M
|
+504,823
|
+16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$94.5M
|
+$1.73M
|
+47,227
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.8M
|
-$13.4M
|
-364,378
|
-13%
|
|
|
10
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$65.8M
|
-$4.58M
|
-124,757
|
-6%
|
|
|
11
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$59.4M
|
-$367K
|
-10,000
|
-0.6%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$57.3M
|
+$25.9M
|
+706,632
|
+81%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$53.7M
|
+$5.58M
|
+152,099
|
+11%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$52.5M
|
-$80K
|
-2,181
|
-0.2%
|
|
|
15
|
Cantor Fitzgerald Investment Advisors
New York
|
$42.3M
|
-$30.3K
|
-825
|
-0.1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$41.6M
|
+$18.6M
|
+506,981
|
+79%
|
|
|
17
|
|
$39.7M
|
+$570K
|
+15,527
|
+1%
|
|
|
18
|
Park Avenue Securities
New York
|
$39.4M
|
-$15.4M
|
-419,146
|
-28%
|
|
|
19
|
Point72 Asset Management
Stamford,
Connecticut
|
$36.1M
|
+$11.3M
|
+308,000
|
+45%
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$35.7M
|
+$6.55M
|
+178,387
|
+22%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$34.6M
|
+$4.53M
|
+123,505
|
+15%
|
|
|
22
|
People's United Financial
Bridgeport,
Connecticut
|
$33.4M
|
+$1.75M
|
+47,819
|
+5%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.7M
|
+$3.99M
|
+108,641
|
+14%
|
|
|
24
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$32M
|
-$7.62M
|
-207,648
|
-19%
|
|
|
25
|
Relative Value Partners Group
|
$31.8M
|
+$264K
|
+7,194
|
+0.8%
|
|
