|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$935M
|
+$120M
|
+2,291,291
|
+15%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$318M
|
+$33.9M
|
+648,345
|
+12%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$245M
|
+$198M
|
+3,778,777
|
+430%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$196M
|
+$24M
|
+458,945
|
+14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$135M
|
+$110M
|
+2,097,026
|
+444%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$120M
|
-$36.2M
|
-692,414
|
-23%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$82.3M
|
+$36M
|
+688,289
|
+78%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$72.6M
|
+$2.76M
|
+52,802
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$70.5M
|
+$3.5M
|
+66,828
|
+5%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$68.9M
|
+$18M
|
+343,800
|
+36%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$66M
|
+$707K
|
+13,513
|
+1%
|
|
|
12
|
Rockefeller Financial Services
New York
|
$52.4M
|
+$1.21M
|
+23,116
|
+2%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$48.7M
|
+$5.86M
|
+111,875
|
+14%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.5M
|
+$4.65M
|
+88,816
|
+11%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$43.1M
|
-$941K
|
-17,977
|
-2%
|
|
|
16
|
Cambridge Associates
Boston,
Massachusetts
|
$35.3M
|
–
|
–
|
–
|
|
|
17
|
Acropolis Investment Management
St. Louis,
Missouri
|
$34.4M
|
+$7.36M
|
+140,520
|
+27%
|
|
|
18
|
|
$31.8M
|
-$7.59K
|
-145
|
Closed
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$28.1M
|
+$2.06M
|
+39,364
|
+8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$25.7M
|
+$2.84M
|
+54,188
|
+12%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$23.5M
|
+$1.31M
|
+24,996
|
+6%
|
|
|
22
|
Park Avenue Securities
New York
|
$22.7M
|
-$269K
|
-5,133
|
-1%
|
|
|
23
|
IndexIQ Advisors
New York
|
$22.4M
|
-$2.79M
|
-53,214
|
-11%
|
|
|
24
|
|
$20.1M
|
+$818K
|
+15,618
|
+4%
|
|
|
25
|
Bank of New York Mellon
New York
|
$19.4M
|
+$6.05M
|
+115,588
|
+46%
|
|
