|
1
|
Charles Schwab
San Francisco,
California
|
$651M
|
+$20.1M
|
+608,809
|
+3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$248M
|
+$154M
|
+4,644,682
|
+157%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$234M
|
-$15.4M
|
-466,823
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$217M
|
+$10.7M
|
+323,328
|
+5%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$216M
|
-$580M
|
-17,534,657
|
-73%
|
|
|
6
|
|
$87.5M
|
-$114M
|
-3,436,162
|
-56%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$81.6M
|
+$19.8M
|
+599,826
|
+32%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.1M
|
-$8.88M
|
-268,619
|
-10%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$65.3M
|
+$66.1M
|
+2,000,000
|
New
|
|
|
10
|
|
$63.2M
|
+$10.9M
|
+329,704
|
+21%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$48.9M
|
-$2.7M
|
-81,706
|
-5%
|
|
|
12
|
Zurich Insurance Group
Zurich,
Switzerland
|
$45.8M
|
–
|
–
|
–
|
|
|
13
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$45.8M
|
–
|
–
|
–
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$44.7M
|
-$1.22M
|
-36,802
|
-3%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$42.6M
|
-$18M
|
-545,362
|
-29%
|
|
|
16
|
Cantor Fitzgerald
New York
|
$42.2M
|
+$42.8M
|
+1,294,004
|
New
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$41M
|
-$1.4M
|
-42,475
|
-3%
|
|
|
18
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$40.4M
|
–
|
–
|
–
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$39.6M
|
-$6.42M
|
-194,143
|
-14%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$38M
|
-$1.28M
|
-38,770
|
-3%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$37.3M
|
-$3.2M
|
-96,886
|
-8%
|
|
|
22
|
Park Avenue Securities
New York
|
$31.1M
|
-$6.53M
|
-197,501
|
-17%
|
|
|
23
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$30.9M
|
-$558K
|
-16,862
|
-2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$30M
|
+$24.4M
|
+738,796
|
+406%
|
|
|
25
|
Relative Value Partners Group
|
$26.4M
|
-$2.63M
|
-79,437
|
-9%
|
|
