|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$788M
|
+$105M
|
+2,904,881
|
+15%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$691M
|
-$421M
|
-11,627,610
|
-38%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$285M
|
+$26.7M
|
+737,164
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$231M
|
-$43.4M
|
-1,196,598
|
-16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
+$11.7M
|
+322,995
|
+13%
|
|
|
6
|
Verition Fund Management
Greenwich,
Connecticut
|
$98.4M
|
+$40.1M
|
+1,107,053
|
+68%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$81.2M
|
+$5.66M
|
+156,196
|
+7%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$60M
|
+$2.19M
|
+60,413
|
+4%
|
|
|
9
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$57.1M
|
-$1.7M
|
-47,000
|
-3%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$55.4M
|
+$1.52M
|
+41,851
|
+3%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$54.6M
|
-$6.86M
|
-189,340
|
-11%
|
|
|
12
|
Conning Inc
Hartford,
Connecticut
|
$50.8M
|
+$1.96M
|
+54,114
|
+4%
|
|
|
13
|
Zurich Insurance Group
Zurich,
Switzerland
|
$50.7M
|
+$21.1M
|
+580,877
|
+71%
|
|
|
14
|
Cantor Fitzgerald Investment Advisors
New York
|
$47.5M
|
-$895K
|
-24,706
|
-2%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$47.3M
|
-$5.81M
|
-160,411
|
-11%
|
|
|
16
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$44.7M
|
–
|
–
|
–
|
|
|
17
|
Legal & General Group
London,
United Kingdom
|
$43.9M
|
+$44M
|
+1,214,135
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$43.4M
|
+$19.4M
|
+536,412
|
+81%
|
|
|
19
|
Focused Wealth Management
Newburgh,
New York
|
$40.7M
|
+$462K
|
+12,734
|
+1%
|
|
|
20
|
Park Avenue Securities
New York
|
$40.5M
|
+$922K
|
+25,448
|
+2%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$37.9M
|
+$36.8M
|
+1,015,147
|
+3,063%
|
|
|
22
|
|
$37.8M
|
-$28.6M
|
-788,325
|
-43%
|
|
|
23
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$36.2M
|
+$2.9M
|
+80,127
|
+9%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$34.6M
|
-$7.04M
|
-194,247
|
-17%
|
|
|
25
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$34.2M
|
+$1.01M
|
+27,903
|
+3%
|
|
