|
1
|
State Street
Boston,
Massachusetts
|
$461M
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$430M
|
+$429M
|
+6,338,757
|
New
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$264M
|
+$18.6M
|
+275,306
|
+8%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$254M
|
+$48.1M
|
+711,420
|
+23%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$216M
|
+$21.8M
|
+321,465
|
+11%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$202M
|
+$83.6M
|
+1,235,322
|
+71%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
-$753K
|
-11,133
|
-0.4%
|
|
|
8
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$166M
|
-$257K
|
-3,800
|
-0.2%
|
|
|
9
|
Jordan Park Group
San Francisco,
California
|
$144M
|
-$83.8M
|
-1,238,551
|
-37%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$127M
|
+$5.42M
|
+80,012
|
+4%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$126M
|
-$97.6M
|
-1,441,959
|
-44%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$123M
|
+$8.28M
|
+122,345
|
+7%
|
|
|
13
|
|
$106M
|
+$15.5M
|
+228,949
|
+17%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.2M
|
+$3.43M
|
+50,610
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$97M
|
-$8.28M
|
-122,346
|
-8%
|
|
|
16
|
RiverFront Investment Group
Richmond,
Virginia
|
$94.1M
|
+$47.3K
|
+699
|
+0.1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$78.6M
|
-$22.6M
|
-334,610
|
-22%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$72.2M
|
+$9.81M
|
+144,960
|
+16%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$69.2M
|
-$8.65M
|
-127,825
|
-11%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$62.9M
|
+$2.26M
|
+33,421
|
+4%
|
|
|
21
|
Gitterman Wealth Management
Edison,
New Jersey
|
$56.3M
|
+$10.6M
|
+156,027
|
+23%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$53.5M
|
+$4.1M
|
+60,576
|
+8%
|
|
|
23
|
Concord Wealth Partners
Abingdon,
Virginia
|
$51.5M
|
+$9.47M
|
+139,890
|
+23%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.2M
|
+$8.57M
|
+126,567
|
+22%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$47.2M
|
-$3.52M
|
-51,960
|
-7%
|
|
