|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$583M
|
+$44M
|
+828,832
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$193M
|
+$79.3M
|
+1,492,657
|
+69%
|
|
|
3
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$156M
|
+$158M
|
+2,967,911
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$96.6M
|
-$11.6M
|
-218,892
|
-11%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$61.1M
|
+$15.6M
|
+294,375
|
+34%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$57.8M
|
-$142K
|
-2,677
|
-0.2%
|
|
|
7
|
Rockefeller Financial Services
New York
|
$51.8M
|
+$578K
|
+10,877
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$44.7M
|
+$41.9M
|
+788,251
|
+1,302%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$35.1M
|
+$30.7M
|
+577,110
|
+664%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$34.8M
|
+$35M
|
+659,266
|
New
|
|
|
11
|
|
$30M
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.3M
|
+$2.01M
|
+37,820
|
+9%
|
|
|
13
|
Park Avenue Securities
New York
|
$22.3M
|
+$815K
|
+15,348
|
+4%
|
|
|
14
|
WBI Investments
Red Bank,
New Jersey
|
$21.2M
|
-$4.04M
|
-75,994
|
-16%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$4.79M
|
-90,150
|
-22%
|
|
|
16
|
IFC Holdings
Tampa,
Florida
|
$15.7M
|
+$1.51M
|
+28,506
|
+11%
|
|
|
17
|
Allianz Asset Management
Munich,
Germany
|
$12.8M
|
-$5.07M
|
-95,500
|
-28%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$3.08M
|
+57,971
|
+31%
|
|
|
19
|
SII Investments
Appleton,
Wisconsin
|
$12.1M
|
+$1.49M
|
+28,132
|
+14%
|
|
|
20
|
Baker Avenue Asset Management
San Francisco,
California
|
$11.1M
|
+$683K
|
+12,862
|
+7%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.59M
|
+$7.84M
|
+147,563
|
+431%
|
|
|
22
|
AFAM Capital
Austin,
Texas
|
$9.2M
|
+$9.27M
|
+174,502
|
New
|
|
|
23
|
|
$8.88M
|
+$2.28M
|
+42,952
|
+34%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$8.18M
|
+$397K
|
+7,472
|
+5%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$7.88M
|
+$7.94M
|
+149,556
|
New
|
|
