|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.05B
|
+$117M
|
+2,217,761
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$366M
|
+$47.4M
|
+898,077
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$282M
|
+$37.3M
|
+706,895
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$209M
|
+$13M
|
+246,141
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$189M
|
+$53.7M
|
+1,017,298
|
+40%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$110M
|
-$10.1M
|
-191,000
|
-8%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$84.4M
|
+$1.89M
|
+35,840
|
+2%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$76.3M
|
+$3.51M
|
+66,467
|
+5%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$69.1M
|
–
|
–
|
–
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$66.6M
|
+$489K
|
+9,275
|
+0.7%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$54.9M
|
+$6.15M
|
+116,653
|
+13%
|
|
|
12
|
Rockefeller Financial Services
New York
|
$52.3M
|
-$213K
|
-4,047
|
-0.4%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$48.1M
|
+$2.48M
|
+47,053
|
+5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$48M
|
+$4.7M
|
+89,084
|
+11%
|
|
|
15
|
IndexIQ Advisors
New York
|
$36.9M
|
+$14.4M
|
+273,423
|
+64%
|
|
|
16
|
Acropolis Investment Management
St. Louis,
Missouri
|
$35.9M
|
+$1.42M
|
+26,950
|
+4%
|
|
|
17
|
Cambridge Associates
Boston,
Massachusetts
|
$35.4M
|
–
|
–
|
–
|
|
|
18
|
|
$32.9M
|
–
|
–
|
–
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$29.7M
|
+$1.52M
|
+28,742
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$1.74M
|
+32,981
|
+7%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$25.4M
|
+$1.87M
|
+35,374
|
+8%
|
|
|
22
|
Bank of New York Mellon
New York
|
$24.5M
|
+$5.12M
|
+97,143
|
+26%
|
|
|
23
|
Park Avenue Securities
New York
|
$22.2M
|
-$481K
|
-9,124
|
-2%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$20.9M
|
+$3.74M
|
+70,980
|
+22%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.9M
|
+$2.49M
|
+47,114
|
+15%
|
|
