|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.91B
|
+$620M
|
+12,094,908
|
+48%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$557M
|
+$88.5M
|
+1,727,780
|
+19%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$476M
|
+$17.2M
|
+335,950
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$298M
|
+$36.3M
|
+707,637
|
+14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$222M
|
+$4.22M
|
+82,421
|
+2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$113M
|
+$12M
|
+233,855
|
+12%
|
|
|
7
|
|
$99.4M
|
+$61.5M
|
+1,199,581
|
+163%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$97.1M
|
+$7.14M
|
+139,450
|
+8%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$93.7M
|
+$3.97M
|
+77,492
|
+4%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$92.4M
|
+$3.01M
|
+58,746
|
+3%
|
|
|
11
|
Bank of New York Mellon
New York
|
$91.8M
|
+$20.3M
|
+395,671
|
+28%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$80.5M
|
+$10.8M
|
+209,930
|
+15%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$71.2M
|
-$44.7K
|
-872
|
-0.1%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$67.4M
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$62.3M
|
+$3.23M
|
+62,977
|
+5%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$52.2M
|
-$582K
|
-11,368
|
-1%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$50.8M
|
+$26.8M
|
+523,268
|
+112%
|
|
|
18
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$46.4M
|
-$28.7M
|
-559,557
|
-38%
|
|
|
19
|
Acropolis Investment Management
St. Louis,
Missouri
|
$42.7M
|
+$2.71M
|
+52,870
|
+7%
|
|
|
20
|
|
$37.2M
|
–
|
–
|
–
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$36.1M
|
+$3.41M
|
+66,483
|
+10%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$34.6M
|
+$283K
|
+5,533
|
+0.8%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$32.8M
|
+$2.9M
|
+56,510
|
+10%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$32.1M
|
+$5.19M
|
+101,372
|
+19%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$32M
|
+$5.37M
|
+104,849
|
+20%
|
|
