|
1
|
Bank of America
Charlotte,
North Carolina
|
$345M
|
+$42.9M
|
+797,638
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$311M
|
+$39.9M
|
+743,201
|
+15%
|
|
|
3
|
|
$212M
|
+$33M
|
+614,356
|
+19%
|
|
|
4
|
|
$207M
|
+$49.4M
|
+920,147
|
+32%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$174M
|
+$91.6M
|
+1,705,296
|
+114%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$163M
|
+$23.1M
|
+429,557
|
+17%
|
|
|
7
|
Fidelity International
Hamilton,
Bermuda
|
$141M
|
-$1.3M
|
-24,279
|
-0.9%
|
|
|
8
|
|
$102M
|
+$16.7M
|
+310,502
|
+20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$100M
|
+$4.46M
|
+83,085
|
+5%
|
|
|
10
|
|
$85.3M
|
+$26M
|
+483,362
|
+45%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$83.2M
|
-$822K
|
-15,295
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$74.4M
|
+$14.7M
|
+273,841
|
+25%
|
|
|
13
|
Windhaven Investment Management
Boston,
Massachusetts
|
$70.4M
|
-$6.98M
|
-129,925
|
-9%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$64.5M
|
+$6.03M
|
+112,185
|
+10%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$55.7M
|
+$16.8M
|
+313,227
|
+44%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$48.8M
|
+$23.1M
|
+429,007
|
+92%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.8M
|
+$7.6M
|
+141,390
|
+20%
|
|
|
18
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$45.6M
|
-$2.19M
|
-40,719
|
-5%
|
|
|
19
|
Windham Capital Management
Boston,
Massachusetts
|
$44.3M
|
-$1.35M
|
-25,155
|
-3%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$43.2M
|
+$2.57M
|
+47,852
|
+6%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.2M
|
+$8.63M
|
+160,555
|
+31%
|
|
|
22
|
IFC Holdings
Tampa,
Florida
|
$34.2M
|
+$928K
|
+17,266
|
+3%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$33.6M
|
-$1.11M
|
-20,661
|
-3%
|
|
|
24
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$29.6M
|
+$2.42M
|
+45,099
|
+9%
|
|
|
25
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$28.1M
|
+$384K
|
+7,149
|
+1%
|
|
