|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$684M
|
+$60.7M
|
+1,133,827
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$231M
|
+$22.8M
|
+426,465
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
+$39.5M
|
+738,101
|
+31%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$160M
|
–
|
–
|
–
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$66.5M
|
+$5.1M
|
+95,317
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$65.4M
|
+$9.8M
|
+183,066
|
+18%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$64.2M
|
+$63.8M
|
+1,192,258
|
New
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$43.5M
|
+$43.3M
|
+808,200
|
New
|
|
|
9
|
Rockefeller Financial Services
New York
|
$43.2M
|
-$8.56M
|
-159,891
|
-17%
|
|
|
10
|
IndexIQ Advisors
New York
|
$42.9M
|
+$42.6M
|
+795,997
|
New
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$41.1M
|
+$2.15M
|
+40,212
|
+6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$36.4M
|
+$3.25M
|
+60,683
|
+10%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$34.5M
|
-$1.49M
|
-27,866
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.5M
|
+$5.69M
|
+106,330
|
+21%
|
|
|
15
|
|
$31M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$28.8M
|
+$11.5M
|
+214,841
|
+67%
|
|
|
17
|
Cambridge Associates
Boston,
Massachusetts
|
$28.1M
|
+$28M
|
+522,533
|
New
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$26.9M
|
+$24.9M
|
+466,002
|
+1,371%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$25.1M
|
-$50M
|
-933,396
|
-67%
|
|
|
20
|
Acropolis Investment Management
St. Louis,
Missouri
|
$23.4M
|
+$13.9M
|
+259,305
|
+148%
|
|
|
21
|
Park Avenue Securities
New York
|
$23.1M
|
+$440K
|
+8,213
|
+2%
|
|
|
22
|
IFC Holdings
Tampa,
Florida
|
$19.5M
|
+$2.6M
|
+48,494
|
+15%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$19M
|
-$15.1M
|
-282,105
|
-44%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.3M
|
+$2.66M
|
+49,637
|
+17%
|
|
|
25
|
SII Investments
Appleton,
Wisconsin
|
$13.9M
|
+$693K
|
+12,942
|
+5%
|
|
