|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.1B
|
+$114M
|
+2,252,603
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$653M
|
+$54.1M
|
+1,066,845
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$563M
|
+$71M
|
+1,398,320
|
+15%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$386M
|
+$42.2M
|
+832,152
|
+12%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$281M
|
-$18.8M
|
-369,707
|
-6%
|
|
|
6
|
Bank of New York Mellon
New York
|
$117M
|
+$10.4M
|
+205,621
|
+10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$107M
|
+$1.26M
|
+24,920
|
+1%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$95.9M
|
-$527K
|
-10,384
|
-0.6%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$95.5M
|
+$9.32M
|
+183,544
|
+11%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$95.2M
|
+$2.77M
|
+54,616
|
+3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$94.8M
|
+$9.23M
|
+181,958
|
+11%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$94.7M
|
+$931K
|
+18,350
|
+1%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$86.7M
|
-$9.49M
|
-186,898
|
-10%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$67.5M
|
+$2.79K
|
+55
|
+0%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$66.4M
|
-$4.78M
|
-94,099
|
-7%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.3M
|
-$3.15M
|
-61,984
|
-5%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$57M
|
+$14.2M
|
+280,253
|
+34%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$56.3M
|
+$2.63M
|
+51,778
|
+5%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$54.2M
|
-$950K
|
-18,728
|
-2%
|
|
|
20
|
Acropolis Investment Management
St. Louis,
Missouri
|
$38.9M
|
-$2.51M
|
-49,546
|
-6%
|
|
|
21
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$37.8M
|
-$8.25M
|
-162,551
|
-18%
|
|
|
22
|
|
$37.5M
|
–
|
–
|
–
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$35M
|
+$594K
|
+11,712
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.8M
|
+$3.79M
|
+74,752
|
+15%
|
|
|
25
|
|
$28.9M
|
-$79.1K
|
-1,558
|
-0.3%
|
|
