|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.16B
|
+$108M
|
+2,042,892
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$403M
|
+$36.6M
|
+692,701
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$349M
|
+$140M
|
+2,642,577
|
+66%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$264M
|
-$19.6M
|
-370,994
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$210M
|
+$20.8M
|
+394,226
|
+11%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$87.1M
|
+$39.1M
|
+740,085
|
+81%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$84.6M
|
-$2.69K
|
-51
|
-0%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$79.9M
|
+$3.43M
|
+64,967
|
+4%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$67.7M
|
+$916K
|
+17,339
|
+1%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$64.1M
|
-$5.12M
|
-96,999
|
-7%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$61.5M
|
+$6.43M
|
+121,722
|
+12%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$52.8M
|
+$4.54M
|
+85,980
|
+9%
|
|
|
13
|
Rockefeller Financial Services
New York
|
$52.7M
|
+$253K
|
+4,789
|
+0.5%
|
|
|
14
|
Acropolis Investment Management
St. Louis,
Missouri
|
$37.6M
|
+$1.63M
|
+30,769
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$35.7M
|
+$8.15M
|
+154,229
|
+30%
|
|
|
16
|
|
$35.7M
|
+$17.8M
|
+336,117
|
+99%
|
|
|
17
|
Cambridge Associates
Boston,
Massachusetts
|
$35.4M
|
–
|
–
|
–
|
|
|
18
|
|
$34.6M
|
–
|
–
|
–
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$31.1M
|
+$1.28M
|
+24,157
|
+4%
|
|
|
20
|
Bank of New York Mellon
New York
|
$29.3M
|
+$4.75M
|
+90,013
|
+19%
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$27.2M
|
+$1.75M
|
+33,112
|
+7%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$26.2M
|
+$26.1M
|
+493,220
|
+19,319%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$24M
|
+$3.04M
|
+57,608
|
+15%
|
|
|
24
|
Park Avenue Securities
New York
|
$23.1M
|
+$738K
|
+13,977
|
+3%
|
|
|
25
|
Allianz Asset Management
Munich,
Germany
|
$21.1M
|
+$4.31M
|
+81,614
|
+26%
|
|
