|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.9B
|
+$169M
|
+3,137,611
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.33B
|
+$367M
|
+6,817,705
|
+19%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$917M
|
+$76.2M
|
+1,416,286
|
+9%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$474M
|
+$73.8M
|
+1,371,103
|
+18%
|
|
|
5
|
|
$473M
|
+$37.3M
|
+694,098
|
+8%
|
|
|
6
|
Bank of New York Mellon
New York
|
$306M
|
+$20.4M
|
+378,885
|
+7%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$243M
|
+$10.8M
|
+201,333
|
+5%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$233M
|
+$35.6M
|
+661,057
|
+18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$226M
|
+$10.8M
|
+200,152
|
+5%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$203M
|
+$9.24M
|
+171,669
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$154M
|
+$11.8M
|
+218,731
|
+8%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$141M
|
+$8.91M
|
+165,657
|
+7%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$130M
|
+$19.9M
|
+369,851
|
+18%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$108M
|
-$4.48M
|
-83,168
|
-4%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$108M
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$105M
|
+$6.38M
|
+118,482
|
+6%
|
|
|
17
|
|
$99.6M
|
+$6.86M
|
+127,553
|
+7%
|
|
|
18
|
Evergreen Capital Management
Bellevue,
Washington
|
$80.8M
|
-$54M
|
-1,004,459
|
-40%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$76.2M
|
+$9.17M
|
+170,405
|
+14%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$68.4M
|
+$16.6M
|
+307,813
|
+32%
|
|
|
21
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$68M
|
–
|
–
|
–
|
|
|
22
|
Garrison Point Capital
Walnut Creek,
California
|
$68M
|
–
|
–
|
–
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$66.1M
|
+$1.76M
|
+32,711
|
+3%
|
|
|
24
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$65.3M
|
+$2.5M
|
+46,440
|
+4%
|
|
|
25
|
Acropolis Investment Management
St. Louis,
Missouri
|
$64.1M
|
+$7.1M
|
+131,881
|
+12%
|
|
