|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$389M
|
+$70.3M
|
+1,284,361
|
+23%
|
|
|
2
|
|
$265M
|
+$46.7M
|
+854,372
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
-$116M
|
-2,116,145
|
-33%
|
|
|
4
|
|
$220M
|
+$8.86M
|
+161,959
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$209M
|
+$27.4M
|
+500,609
|
+16%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$204M
|
+$37.1M
|
+677,403
|
+23%
|
|
|
7
|
Fidelity International
Hamilton,
Bermuda
|
$157M
|
+$12.5M
|
+228,107
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$113M
|
+$10.3M
|
+188,836
|
+10%
|
|
|
9
|
|
$100M
|
-$3.66M
|
-66,799
|
-4%
|
|
|
10
|
|
$89.4M
|
+$2.24M
|
+40,937
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$79.5M
|
+$3.46M
|
+63,308
|
+5%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$78.5M
|
+$12.4M
|
+226,843
|
+19%
|
|
|
13
|
Vanguard Group
Malvern,
Pennsylvania
|
$75.8M
|
+$18.6M
|
+339,731
|
+33%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$75.7M
|
-$9.08M
|
-165,882
|
-11%
|
|
|
15
|
Windhaven Investment Management
Boston,
Massachusetts
|
$65.6M
|
-$6.2M
|
-113,309
|
-9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57M
|
+$9.04M
|
+165,142
|
+19%
|
|
|
17
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$48.7M
|
+$2.07M
|
+37,784
|
+5%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$44.1M
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.9M
|
+$2.93M
|
+53,545
|
+8%
|
|
|
20
|
IFC Holdings
Tampa,
Florida
|
$40.6M
|
+$5.46M
|
+99,811
|
+16%
|
|
|
21
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$34.1M
|
+$3.8M
|
+69,444
|
+13%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$33.9M
|
-$475K
|
-8,685
|
-1%
|
|
|
23
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$29.6M
|
+$792K
|
+14,472
|
+3%
|
|
|
24
|
SII Investments
Appleton,
Wisconsin
|
$28M
|
+$1.71M
|
+31,326
|
+7%
|
|
|
25
|
Makena Capital Management
Menlo Park,
California
|
$26.3M
|
-$1.38M
|
-25,200
|
-5%
|
|
