|
1
|
|
$991M
|
+$998M
|
+14,895,986
|
+116,740%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$452M
|
–
|
–
|
–
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$448M
|
+$12.6M
|
+188,132
|
+3%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$292M
|
+$10.9M
|
+162,608
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$286M
|
+$50.8M
|
+758,374
|
+21%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$256M
|
-$7.78M
|
-116,086
|
-3%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$215M
|
+$27.7M
|
+412,996
|
+15%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$23.3M
|
+347,251
|
+14%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$172M
|
+$23.1M
|
+345,179
|
+15%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$166M
|
+$23.3M
|
+347,188
|
+16%
|
|
|
11
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$158M
|
-$5.43M
|
-81,000
|
-3%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$132M
|
+$27.1M
|
+404,178
|
+25%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$129M
|
+$7.47M
|
+111,405
|
+6%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$128M
|
+$62.5M
|
+932,356
|
+94%
|
|
|
15
|
|
$126M
|
+$78.6M
|
+1,172,264
|
+164%
|
|
|
16
|
|
$111M
|
+$20.2M
|
+302,032
|
+22%
|
|
|
17
|
Choate Investment Advisors
Boston,
Massachusetts
|
$97.9M
|
-$2.53M
|
-37,692
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$87.4M
|
-$33.9M
|
-506,047
|
-28%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$80.5M
|
+$4.33M
|
+64,624
|
+6%
|
|
|
20
|
Jordan Park Group
San Francisco,
California
|
$71.4M
|
-$55.9M
|
-833,904
|
-44%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$70M
|
+$1.67M
|
+24,931
|
+2%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$62.7M
|
-$1.9M
|
-28,318
|
-3%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$61M
|
+$1.49M
|
+22,307
|
+2%
|
|
|
24
|
Gitterman Wealth Management
Edison,
New Jersey
|
$60.6M
|
+$1.23M
|
+18,376
|
+2%
|
|
|
25
|
IndexIQ Advisors
New York
|
$60M
|
+$33.4M
|
+498,143
|
+123%
|
|
