|
1
|
State Street
Boston,
Massachusetts
|
$491M
|
+$35.4M
|
+1,009,910
|
+8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$129M
|
-$1.2M
|
-34,189
|
-1%
|
|
|
3
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$86.8M
|
-$5.19M
|
-148,000
|
-6%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$62M
|
-$74.3M
|
-2,121,419
|
-55%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$49.3M
|
+$21.1M
|
+601,011
|
+80%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.2M
|
+$12.4M
|
+353,905
|
+44%
|
|
|
7
|
Piershale Financial Group
Barrington,
Illinois
|
$22.3M
|
+$21.4M
|
+611,956
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$2.79M
|
+79,718
|
+15%
|
|
|
9
|
Peak Capital Management
Greenwood Village,
Colorado
|
$21.5M
|
+$1.29M
|
+36,916
|
+7%
|
|
|
10
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$20.3M
|
+$19.5M
|
+556,616
|
New
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$18.2M
|
+$4.41M
|
+125,993
|
+33%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$16.7M
|
+$5.67M
|
+161,832
|
+54%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$14.6M
|
+$6.73M
|
+192,148
|
+92%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$14.3M
|
+$1.28M
|
+36,593
|
+10%
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$14.3M
|
+$13.8M
|
+392,693
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$12.1M
|
-$1.64M
|
-46,842
|
-12%
|
|
|
17
|
|
$10.5M
|
+$4.81M
|
+137,202
|
+91%
|
|
|
18
|
FDx Advisors
Chicago,
Illinois
|
$9.98M
|
-$1.67M
|
-47,639
|
-15%
|
|
|
19
|
|
$9.94M
|
-$7.01M
|
-200,111
|
-42%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$9.43M
|
+$9.08M
|
+259,181
|
New
|
|
|
21
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.77M
|
+$6.74M
|
+192,480
|
+397%
|
|
|
22
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.03M
|
-$4.65M
|
-132,653
|
-38%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7.53M
|
+$1.07M
|
+30,406
|
+17%
|
|
|
24
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$7.1M
|
+$430K
|
+12,263
|
+7%
|
|
|
25
|
Guggenheim Capital
Chicago,
Illinois
|
$6.78M
|
+$1.94M
|
+55,401
|
+42%
|
|
