|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$824M
|
+$81.7M
|
+2,332,826
|
+11%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$660M
|
+$8.07M
|
+230,487
|
+1%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$260M
|
-$9.5M
|
-271,234
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$216M
|
-$1.66M
|
-47,289
|
-0.7%
|
|
|
5
|
|
$209M
|
+$182M
|
+5,192,009
|
+561%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$101M
|
+$66.6M
|
+1,903,155
|
+182%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$94M
|
-$4.72M
|
-134,857
|
-5%
|
|
|
8
|
|
$74.2M
|
+$76M
|
+2,172,029
|
+9,872,859%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$65M
|
-$12M
|
-342,931
|
-15%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$63.2M
|
+$19M
|
+542,732
|
+41%
|
|
|
11
|
|
$54.9M
|
+$19.7M
|
+563,026
|
+54%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$53.9M
|
-$2.78M
|
-79,527
|
-5%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$48.1M
|
+$49.3M
|
+1,408,575
|
New
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$48.1M
|
-$4.39M
|
-125,525
|
-8%
|
|
|
15
|
Zurich Insurance Group
Zurich,
Switzerland
|
$47.9M
|
–
|
–
|
–
|
|
|
16
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$47.9M
|
-$6.15M
|
-175,618
|
-11%
|
|
|
17
|
Cantor Fitzgerald Investment Advisors
New York
|
$45.1M
|
+$205K
|
+5,860
|
+0.4%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$44.4M
|
-$7.43M
|
-212,161
|
-14%
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$43.1M
|
-$4.95M
|
-141,430
|
-10%
|
|
|
20
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$42.2M
|
–
|
–
|
–
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$41.9M
|
+$9.45M
|
+269,824
|
+28%
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$41.3M
|
+$2.98M
|
+85,107
|
+8%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$41.1M
|
+$21.1K
|
+604
|
+0.1%
|
|
|
24
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$39.4M
|
+$5.35M
|
+152,945
|
+15%
|
|
|
25
|
Park Avenue Securities
New York
|
$39.3M
|
+$1.13M
|
+32,363
|
+3%
|
|
