|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$10.5億
|
+$1.17億
|
+2,217,761
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.66億
|
+$4737万
|
+898,077
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$2.82億
|
+$3729万
|
+706,895
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.09億
|
+$1298万
|
+246,141
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.89億
|
+$5366万
|
+1,017,298
|
+40%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.1億
|
-$1007万
|
-191,000
|
-8%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$8438万
|
+$189万
|
+35,840
|
+2%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7629万
|
+$351万
|
+66,467
|
+5%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$6909万
|
–
|
–
|
–
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$6664万
|
+$48.9万
|
+9,275
|
+0.7%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$5494万
|
+$615万
|
+116,653
|
+13%
|
|
|
12
|
Rockefeller Financial Services
New York
|
$5229万
|
-$21.3万
|
-4,047
|
-0.4%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4814万
|
+$248万
|
+47,053
|
+5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$4795万
|
+$470万
|
+89,084
|
+11%
|
|
|
15
|
IndexIQ Advisors
New York
|
$3687万
|
+$1442万
|
+273,423
|
+64%
|
|
|
16
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3592万
|
+$142万
|
+26,950
|
+4%
|
|
|
17
|
Cambridge Associates
Boston,
Massachusetts
|
$3535万
|
–
|
–
|
–
|
|
|
18
|
|
$3290万
|
–
|
–
|
–
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$2972万
|
+$152万
|
+28,742
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2749万
|
+$174万
|
+32,981
|
+7%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$2540万
|
+$187万
|
+35,374
|
+8%
|
|
|
22
|
Bank of New York Mellon
New York
|
$2452万
|
+$512万
|
+97,143
|
+26%
|
|
|
23
|
Park Avenue Securities
New York
|
$2221万
|
-$48.1万
|
-9,124
|
-2%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$2089万
|
+$374万
|
+70,980
|
+22%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1889万
|
+$249万
|
+47,114
|
+15%
|
|
