|
1
|
Charles Schwab
San Francisco,
California
|
$436M
|
+$12.9M
|
+200,042
|
+3%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$428M
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$296M
|
+$25.2M
|
+390,023
|
+9%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$269M
|
-$7.69M
|
-118,877
|
-3%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$266M
|
+$19.3M
|
+297,634
|
+8%
|
|
|
6
|
|
$255M
|
-$702M
|
-10,851,619
|
-73%
|
|
|
7
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$213M
|
+$219M
|
+3,390,733
|
New
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$209M
|
+$6.03M
|
+93,194
|
+3%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$170M
|
+$7.67M
|
+118,602
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$159M
|
-$23.3M
|
-360,410
|
-12%
|
|
|
11
|
|
$157M
|
+$53.7M
|
+829,606
|
+50%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$142M
|
+$17.6M
|
+271,516
|
+14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
-$16.2M
|
-250,287
|
-10%
|
|
|
14
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$142M
|
-$7.78M
|
-120,300
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$131M
|
+$9.07M
|
+140,300
|
+7%
|
|
|
16
|
Choate Investment Advisors
Boston,
Massachusetts
|
$90.4M
|
-$2.36M
|
-36,467
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$89.6M
|
+$13.8M
|
+212,980
|
+18%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$84.8M
|
+$2.13M
|
+33,003
|
+3%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$66.8M
|
+$556K
|
+8,599
|
+0.8%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$62.7M
|
-$60.3M
|
-932,380
|
-48%
|
|
|
21
|
Gitterman Wealth Management
Edison,
New Jersey
|
$59.5M
|
+$2.17M
|
+33,523
|
+4%
|
|
|
22
|
RiverFront Investment Group
Richmond,
Virginia
|
$59.5M
|
+$1.73M
|
+26,813
|
+3%
|
|
|
23
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$55.2M
|
+$2.18M
|
+33,682
|
+4%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$52.1M
|
+$670K
|
+10,366
|
+1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$47.7M
|
-$5.38M
|
-83,253
|
-10%
|
|
