|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.28B
|
+$211M
|
+6,901,258
|
+4%
|
|
|
2
|
VOYA Investment Management
Atlanta,
Georgia
|
$368M
|
-$8.3M
|
-270,898
|
-2%
|
|
|
3
|
|
$368M
|
+$19.3M
|
+631,628
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$358M
|
+$35.4M
|
+1,154,698
|
+11%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$154M
|
+$7.51M
|
+245,118
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$112M
|
+$47.7M
|
+1,556,862
|
+76%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$110M
|
+$110M
|
+3,580,202
|
+596,700%
|
|
|
8
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$96.6M
|
+$65.7K
|
+2,144
|
+0.1%
|
|
|
9
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$93.9M
|
-$1.4M
|
-45,836
|
-1%
|
|
|
10
|
NextCapital Advisers
Chicago,
Illinois
|
$86.9M
|
+$12.8M
|
+416,556
|
+17%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$86.5M
|
-$12.5M
|
-406,612
|
-13%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$73M
|
+$32.3M
|
+1,056,094
|
+80%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$72.3M
|
+$7.6M
|
+248,124
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.7M
|
+$14.5M
|
+471,988
|
+28%
|
|
|
15
|
Madison Asset Management
Madison,
Wisconsin
|
$59.4M
|
+$2.46M
|
+80,394
|
+4%
|
|
|
16
|
Temasek Holdings
Singapore
|
$55.7M
|
+$55.3M
|
+1,806,600
|
New
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$50M
|
+$2.74M
|
+89,394
|
+6%
|
|
|
18
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$48.9M
|
-$245K
|
-8,000
|
-0.5%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$48.9M
|
+$15.8M
|
+514,498
|
+48%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$46.7M
|
+$5.79M
|
+189,064
|
+14%
|
|
|
21
|
LVW Advisors
Pittsford,
New York
|
$40.1M
|
+$13.5M
|
+439,496
|
+51%
|
|
|
22
|
|
$33.6M
|
+$16.3M
|
+530,976
|
+95%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$32.9M
|
+$7.54M
|
+246,112
|
+30%
|
|
|
24
|
Lutz Financial Services
Omaha,
Nebraska
|
$32.1M
|
+$3.12M
|
+101,992
|
+11%
|
|
|
25
|
Bank of New York Mellon
New York
|
$30.8M
|
+$3.6M
|
+117,414
|
+13%
|
|
