|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$811M
|
+$80.6M
|
+1,518,747
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$282M
|
+$25.1M
|
+473,344
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
-$20.6M
|
-388,653
|
-11%
|
|
|
4
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$155M
|
–
|
–
|
–
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$69.5M
|
+$2.24M
|
+42,223
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$66.7M
|
-$2.95M
|
-55,526
|
-4%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$65M
|
+$2.2M
|
+41,518
|
+3%
|
|
|
8
|
Rockefeller Financial Services
New York
|
$50.9M
|
-$5.8M
|
-109,339
|
-10%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$50.6M
|
+$8.49M
|
+160,000
|
+20%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$46M
|
+$6.47M
|
+121,956
|
+16%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$45.9M
|
+$9.81M
|
+184,791
|
+27%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$43.9M
|
+$4.28M
|
+80,601
|
+11%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$42.6M
|
+$500K
|
+9,425
|
+1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.7M
|
+$5.48M
|
+103,320
|
+15%
|
|
|
15
|
Cambridge Associates
Boston,
Massachusetts
|
$35.1M
|
+$2.96M
|
+55,819
|
+9%
|
|
|
16
|
|
$31.6M
|
+$7.7K
|
+145
|
New
|
|
|
17
|
Acropolis Investment Management
St. Louis,
Missouri
|
$26.9M
|
+$94.2K
|
+1,775
|
+0.3%
|
|
|
18
|
|
$26.2M
|
–
|
–
|
–
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$26M
|
+$3.42M
|
+64,359
|
+15%
|
|
|
20
|
IndexIQ Advisors
New York
|
$25.1M
|
-$67M
|
-1,263,379
|
-72%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
-$3.1M
|
-58,342
|
-11%
|
|
|
22
|
Park Avenue Securities
New York
|
$22.9M
|
+$216K
|
+4,077
|
+0.9%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$22.8M
|
-$107K
|
-2,019
|
-0.5%
|
|
|
24
|
IFC Holdings
Tampa,
Florida
|
$22.1M
|
+$1.45M
|
+27,401
|
+7%
|
|
|
25
|
|
$19.2M
|
+$2.41M
|
+45,383
|
+14%
|
|
