|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$619M
|
+$27.7M
|
+519,387
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$207M
|
+$11M
|
+206,182
|
+6%
|
|
|
3
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$159M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$127M
|
+$29.4M
|
+552,002
|
+30%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$74.8M
|
+$29.3M
|
+549,969
|
+65%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$61M
|
+$2.27M
|
+42,534
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$55.2M
|
+$48.1M
|
+903,060
|
+701%
|
|
|
8
|
Rockefeller Financial Services
New York
|
$51.5M
|
-$999K
|
-18,749
|
-2%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$38.6M
|
+$3.38M
|
+63,536
|
+10%
|
|
|
10
|
WBI Investments
Red Bank,
New Jersey
|
$35.8M
|
+$14.2M
|
+266,420
|
+66%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$33.9M
|
-$1.59M
|
-29,920
|
-5%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$32.9M
|
-$29M
|
-544,406
|
-47%
|
|
|
13
|
|
$30.6M
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.6M
|
+$2.97M
|
+55,740
|
+13%
|
|
|
15
|
Park Avenue Securities
New York
|
$22.5M
|
-$52.6K
|
-987
|
-0.2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
-$40.3K
|
-757
|
-0.2%
|
|
|
17
|
IFC Holdings
Tampa,
Florida
|
$16.8M
|
+$895K
|
+16,808
|
+6%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.5M
|
+$2.52M
|
+47,388
|
+20%
|
|
|
19
|
SII Investments
Appleton,
Wisconsin
|
$13.1M
|
+$846K
|
+15,876
|
+7%
|
|
|
20
|
|
$12.8M
|
+$3.83M
|
+71,853
|
+43%
|
|
|
21
|
Baker Avenue Asset Management
San Francisco,
California
|
$11M
|
-$216K
|
-4,050
|
-2%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.3M
|
+$528K
|
+9,904
|
+5%
|
|
|
23
|
Acropolis Investment Management
St. Louis,
Missouri
|
$9.37M
|
+$9.08M
|
+170,405
|
+3,576%
|
|
|
24
|
Spinnaker Trust
Portland,
Maine
|
$8M
|
-$2.61K
|
-49
|
-0%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$7.99M
|
-$311K
|
-5,842
|
-4%
|
|
