|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.94B
|
+$2.28B
|
+76,984,010
|
+88%
|
|
|
2
|
VOYA Investment Management
Atlanta,
Georgia
|
$366M
|
-$199M
|
-6,726,416
|
-36%
|
|
|
3
|
|
$338M
|
+$57.5M
|
+1,939,364
|
+21%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$314M
|
+$25.7M
|
+868,462
|
+9%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$143M
|
+$7.67M
|
+258,756
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$96.5M
|
-$504M
|
-16,997,546
|
-84%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$94M
|
-$3.15M
|
-106,254
|
-3%
|
|
|
8
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$92.8M
|
-$11.2M
|
-377,948
|
-11%
|
|
|
9
|
NextCapital Advisers
Chicago,
Illinois
|
$72.1M
|
+$11.2M
|
+378,476
|
+19%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$62.9M
|
+$1.57M
|
+52,828
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$61.9M
|
-$2.04M
|
-68,850
|
-3%
|
|
|
12
|
Madison Asset Management
Madison,
Wisconsin
|
$55.4M
|
+$1.52M
|
+51,420
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.8M
|
-$26.7M
|
-902,078
|
-35%
|
|
|
14
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$47.9M
|
–
|
–
|
–
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$46M
|
+$581K
|
+19,604
|
+1%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.5M
|
+$3.41M
|
+115,126
|
+9%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$39.4M
|
+$21.7M
|
+731,470
|
+126%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$31.9M
|
+$17.8M
|
+601,700
|
+128%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.2M
|
+$28.8M
|
+973,682
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$28.2M
|
-$51.6M
|
-1,742,806
|
-65%
|
|
|
21
|
Lutz Financial Services
Omaha,
Nebraska
|
$28.2M
|
+$4.23M
|
+142,744
|
+18%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$27.4M
|
+$18.8M
|
+633,408
|
+228%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$26.7M
|
+$6.11M
|
+206,254
|
+30%
|
|
|
24
|
Bank of New York Mellon
New York
|
$26.5M
|
+$264K
|
+8,906
|
+1%
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$25.8M
|
+$1.34M
|
+45,204
|
+6%
|
|
