|
1
|
Charles Schwab
San Francisco,
California
|
$689M
|
+$64.2M
|
+1,988,997
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$334M
|
+$84M
|
+2,603,047
|
+34%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$226M
|
-$9.84M
|
-305,073
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$225M
|
+$6.65M
|
+206,066
|
+3%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$197M
|
-$11.6M
|
-360,395
|
-6%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$185M
|
-$3.23M
|
-100,277
|
-2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$142M
|
+$118M
|
+3,667,265
|
+518%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$138M
|
+$4.89M
|
+151,548
|
+4%
|
|
|
9
|
|
$130M
|
+$62.4M
|
+1,933,243
|
+93%
|
|
|
10
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$112M
|
+$66.1M
|
+2,049,400
|
+148%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$2.78M
|
+86,297
|
+3%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$78.8M
|
+$78.2M
|
+2,425,405
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$73.3M
|
-$45.3M
|
-1,404,547
|
-38%
|
|
|
14
|
Eastern Bank
Boston,
Massachusetts
|
$71.6M
|
+$13.7M
|
+425,932
|
+24%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$60.1M
|
+$6.31M
|
+195,548
|
+12%
|
|
|
16
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$52M
|
–
|
–
|
–
|
|
|
17
|
Zurich Insurance Group
Zurich,
Switzerland
|
$45.6M
|
–
|
–
|
–
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$44.7M
|
+$2.35M
|
+73,012
|
+6%
|
|
|
19
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$41.6M
|
+$7.2M
|
+223,361
|
+21%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$40.3M
|
-$11.6M
|
-358,188
|
-22%
|
|
|
21
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$38.6M
|
+$38.3K
|
+1,187
|
New
|
|
|
22
|
State Street
Boston,
Massachusetts
|
$37.9M
|
-$2.9M
|
-89,951
|
-7%
|
|
|
23
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$34.3M
|
+$250K
|
+7,742
|
+0.7%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$34M
|
+$9.11M
|
+282,392
|
+37%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.8M
|
+$15.6M
|
+484,204
|
+87%
|
|
