|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$600M
|
+$102M
|
+1,854,417
|
+20%
|
|
|
2
|
|
$363M
|
+$51.6M
|
+941,463
|
+16%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$293M
|
+$53.3M
|
+972,423
|
+22%
|
|
|
4
|
|
$254M
|
+$32.7M
|
+595,708
|
+15%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$214M
|
-$6.35M
|
-115,900
|
-3%
|
|
|
6
|
Fidelity International
Hamilton,
Bermuda
|
$192M
|
+$40.3M
|
+734,902
|
+26%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$151M
|
-$70.7M
|
-1,289,429
|
-32%
|
|
|
8
|
|
$115M
|
+$5.03M
|
+91,706
|
+5%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$97.5M
|
+$10.8M
|
+196,595
|
+12%
|
|
|
10
|
|
$93.9M
|
+$93.9M
|
+1,712,125
|
+10,185%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$80.6M
|
+$2.13M
|
+38,868
|
+3%
|
|
|
12
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$74.7M
|
+$75.4M
|
+1,375,234
|
New
|
|
|
13
|
Vanguard Group
Malvern,
Pennsylvania
|
$74.6M
|
-$4.11M
|
-74,976
|
-5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$72.3M
|
+$7.27M
|
+132,675
|
+11%
|
|
|
15
|
|
$70M
|
+$4.46M
|
+81,374
|
+7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63M
|
+$6.62M
|
+120,833
|
+12%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$56.7M
|
-$7.2M
|
-131,304
|
-11%
|
|
|
18
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$50.6M
|
+$2.2M
|
+40,184
|
+5%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.6M
|
+$48M
|
+875,878
|
New
|
|
|
20
|
IFC Holdings
Tampa,
Florida
|
$45.9M
|
+$3.03M
|
+55,355
|
+7%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
$40.1M
|
+$40.5M
|
+738,533
|
New
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$39M
|
+$956K
|
+17,447
|
+2%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$34.2M
|
+$678K
|
+12,364
|
+2%
|
|
|
24
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$32.7M
|
-$1.35M
|
-24,600
|
-4%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$31.8M
|
+$9.54M
|
+173,982
|
+42%
|
|
