|
1
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.17B
|
+$1.65M
|
+52,046
|
+66%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$612M
|
+$5.41M
|
+171,232
|
+0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$244M
|
-$6.35M
|
-200,700
|
-3%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$231M
|
-$10.5M
|
-331,100
|
-4%
|
|
|
5
|
|
$217M
|
+$173M
|
+5,459,501
|
+404%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$214M
|
+$130M
|
+4,123,702
|
+159%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$204M
|
-$6.22M
|
-196,755
|
-3%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$185M
|
-$1.69M
|
-53,372
|
-0.9%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$130M
|
+$129M
|
+4,082,151
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
-$10.5M
|
-333,000
|
-8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$100M
|
+$16.8M
|
+531,115
|
+20%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$93.6M
|
+$70.3M
|
+2,222,448
|
+310%
|
|
|
13
|
|
$65.8M
|
+$2.49M
|
+78,656
|
+4%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$56.6M
|
+$14.8M
|
+469,365
|
+36%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$52.7M
|
+$5.6M
|
+177,172
|
+12%
|
|
|
16
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$50.9M
|
+$50.6M
|
+1,600,000
|
New
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$50.9M
|
-$11.6M
|
-367,475
|
-19%
|
|
|
18
|
Zurich Insurance Group
Zurich,
Switzerland
|
$44.7M
|
–
|
–
|
–
|
|
|
19
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$44.2M
|
–
|
–
|
–
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$41.4M
|
-$6.25M
|
-197,644
|
-13%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
$40M
|
+$1.9M
|
+59,950
|
+5%
|
|
|
22
|
|
$36.5M
|
-$10.9M
|
-345,312
|
-23%
|
|
|
23
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$33.6M
|
+$17.2M
|
+543,075
|
+106%
|
|
|
24
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$33.3M
|
-$2.93M
|
-92,687
|
-8%
|
|
|
25
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$31.7M
|
+$2.18M
|
+68,876
|
+7%
|
|
