|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.59B
|
+$132M
|
+2,435,549
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.83B
|
+$267M
|
+4,905,225
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$804M
|
+$36.4M
|
+669,361
|
+5%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$390M
|
+$214M
|
+3,946,046
|
+121%
|
|
|
5
|
Bank of New York Mellon
New York
|
$268M
|
+$19.5M
|
+358,179
|
+8%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$227M
|
+$56.9M
|
+1,046,920
|
+33%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$219M
|
-$140M
|
-2,584,234
|
-39%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$183M
|
+$34.3M
|
+630,611
|
+23%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$171M
|
+$24.4M
|
+449,673
|
+17%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$133M
|
+$3.6M
|
+66,202
|
+3%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$128M
|
+$9.63M
|
+177,162
|
+8%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$114M
|
-$53.1M
|
-976,310
|
-32%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$113M
|
+$20.4M
|
+375,722
|
+22%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$101M
|
+$15.5M
|
+285,710
|
+18%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$99M
|
+$3.29M
|
+60,560
|
+3%
|
|
|
16
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$97.1M
|
+$14.2M
|
+261,674
|
+17%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$92.1M
|
-$796K
|
-14,651
|
-0.9%
|
|
|
18
|
|
$90.1M
|
+$6.68M
|
+122,911
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$84M
|
+$9.45M
|
+173,847
|
+13%
|
|
|
20
|
Evergreen Capital Management
Bellevue,
Washington
|
$83M
|
+$56.7M
|
+1,043,795
|
+215%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$63.1M
|
+$940K
|
+17,297
|
+2%
|
|
|
22
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$59.8M
|
-$2.41M
|
-44,339
|
-4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$56.5M
|
+$1.69M
|
+31,114
|
+3%
|
|
|
24
|
Acropolis Investment Management
St. Louis,
Missouri
|
$55.3M
|
+$2.73M
|
+50,291
|
+5%
|
|
|
25
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$54.3M
|
–
|
–
|
–
|
|
