|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.76B
|
+$123M
|
+2,620,134
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32B
|
+$42.9M
|
+917,120
|
+3%
|
|
|
3
|
|
$1.25B
|
+$77.1M
|
+1,646,929
|
+7%
|
|
|
4
|
Bank of New York Mellon
New York
|
$496M
|
+$8.75M
|
+187,029
|
+2%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$478M
|
+$71.3M
|
+1,524,574
|
+18%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$456M
|
+$16.8M
|
+359,582
|
+4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$412M
|
-$2.27M
|
-48,524
|
-0.5%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$398M
|
+$55.4M
|
+1,183,605
|
+16%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$323M
|
+$7.82M
|
+167,110
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$295M
|
-$816K
|
-17,428
|
-0.3%
|
|
|
11
|
TD Private Client Wealth
New York
|
$267M
|
+$18.9M
|
+404,550
|
+8%
|
|
|
12
|
|
$257M
|
+$9.79M
|
+209,200
|
+4%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$239M
|
+$1.6M
|
+34,294
|
+0.7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$226M
|
-$21.1M
|
-451,027
|
-9%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$182M
|
+$4.18M
|
+89,304
|
+2%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$147M
|
+$5.92M
|
+126,586
|
+4%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$117M
|
+$5.06M
|
+108,126
|
+5%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$113M
|
-$4.74M
|
-101,403
|
-4%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$111M
|
+$1.98M
|
+42,398
|
+2%
|
|
|
20
|
|
$101M
|
+$90.3M
|
+1,928,949
|
+813%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88.3M
|
+$2.91M
|
+62,118
|
+3%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$83.3M
|
+$8.82M
|
+188,553
|
+12%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$79.7M
|
+$4.98M
|
+106,461
|
+7%
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$75.8M
|
+$12.3M
|
+262,360
|
+19%
|
|
|
25
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$71.2M
|
+$3.2M
|
+68,382
|
+5%
|
|
