|
1
|
Charles Schwab
San Francisco,
California
|
$1.01B
|
-$6.2M
|
-189,998
|
-0.6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$959M
|
+$548M
|
+16,811,376
|
+134%
|
|
|
3
|
GE Investment Management
Norwalk,
Connecticut
|
$517M
|
+$424M
|
+12,993,162
|
+461%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$408M
|
-$13.7M
|
-418,566
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$278M
|
+$138M
|
+4,230,598
|
+99%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$266M
|
+$14M
|
+429,740
|
+6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$235M
|
-$2.69M
|
-82,520
|
-1%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$157M
|
+$8.26M
|
+253,254
|
+6%
|
|
|
9
|
Point72 Asset Management
Stamford,
Connecticut
|
$125M
|
+$125M
|
+3,825,400
|
New
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$102M
|
+$5.28M
|
+161,824
|
+5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$99.5M
|
+$99.3M
|
+3,043,460
|
+16,908,111%
|
|
|
12
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$99.4M
|
–
|
–
|
–
|
|
|
13
|
|
$91.9M
|
-$111M
|
-3,410,987
|
-55%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$90.8M
|
+$26.7M
|
+817,432
|
+42%
|
|
|
15
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$84.2M
|
+$16.8M
|
+514,906
|
+25%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82.6M
|
+$22.3M
|
+682,295
|
+37%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$78.5M
|
+$5.9M
|
+180,965
|
+8%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$64.8M
|
-$5.52M
|
-169,371
|
-8%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$64M
|
-$538K
|
-16,504
|
-0.8%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$54.3M
|
+$1.18M
|
+36,060
|
+2%
|
|
|
21
|
True Link Financial Advisors
San Francisco,
California
|
$52.1M
|
+$9.76M
|
+299,261
|
+23%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$47.9M
|
+$377K
|
+11,543
|
+0.8%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.1M
|
+$1.27M
|
+38,796
|
+3%
|
|
|
24
|
Zurich Insurance Group
Zurich,
Switzerland
|
$45.9M
|
–
|
–
|
–
|
|
|
25
|
Dodds Wealth
Greenwood Village,
Colorado
|
$41.5M
|
+$24.8M
|
+759,703
|
+149%
|
|
