|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.84億
|
+$6070万
|
+1,133,827
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31億
|
+$2283万
|
+426,465
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.68億
|
+$3952万
|
+738,101
|
+31%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.6億
|
–
|
–
|
–
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6653万
|
+$510万
|
+95,317
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6542万
|
+$980万
|
+183,066
|
+18%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$6420万
|
+$6383万
|
+1,192,258
|
新規
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$4352万
|
+$4327万
|
+808,200
|
新規
|
|
|
9
|
Rockefeller Financial Services
New York
|
$4325万
|
-$856万
|
-159,891
|
-17%
|
|
|
10
|
IndexIQ Advisors
New York
|
$4286万
|
+$4262万
|
+795,997
|
新規
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$4109万
|
+$215万
|
+40,212
|
+6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$3640万
|
+$325万
|
+60,683
|
+10%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$3455万
|
-$149万
|
-27,866
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3252万
|
+$569万
|
+106,330
|
+21%
|
|
|
15
|
|
$3098万
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2880万
|
+$1150万
|
+214,841
|
+67%
|
|
|
17
|
Cambridge Associates
Boston,
Massachusetts
|
$2814万
|
+$2797万
|
+522,533
|
新規
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$2692万
|
+$2495万
|
+466,002
|
+1,371%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2506万
|
-$4997万
|
-933,396
|
-67%
|
|
|
20
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2340万
|
+$1388万
|
+259,305
|
+148%
|
|
|
21
|
Park Avenue Securities
New York
|
$2314万
|
+$44万
|
+8,213
|
+2%
|
|
|
22
|
IFC Holdings
Tampa,
Florida
|
$1950万
|
+$260万
|
+48,494
|
+15%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1896万
|
-$1510万
|
-282,105
|
-44%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1826万
|
+$266万
|
+49,637
|
+17%
|
|
|
25
|
SII Investments
Appleton,
Wisconsin
|
$1393万
|
+$69.3万
|
+12,942
|
+5%
|
|
