|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.16B
|
+$1.67B
|
+34,779,425
|
+47%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.92B
|
-$170M
|
-3,521,391
|
-8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$919M
|
-$26.2M
|
-543,318
|
-3%
|
|
|
4
|
|
$467M
|
-$34.8M
|
-723,467
|
-7%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$432M
|
+$128M
|
+2,652,216
|
+42%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$298M
|
+$3.94M
|
+81,874
|
+1%
|
|
|
7
|
Bank of New York Mellon
New York
|
$297M
|
-$4.71M
|
-97,849
|
-2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$218M
|
-$4.43M
|
-92,068
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$175M
|
+$11.4M
|
+237,425
|
+7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$150M
|
+$78.3M
|
+1,625,584
|
+108%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$139M
|
-$157M
|
-3,249,747
|
-53%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$129M
|
-$1.91M
|
-39,659
|
-1%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$118M
|
-$4.2M
|
-87,219
|
-3%
|
|
|
14
|
|
$110M
|
+$18.8M
|
+391,400
|
+20%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$109M
|
+$6.17M
|
+128,056
|
+6%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$109M
|
-$17.8M
|
-370,579
|
-14%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$98.6M
|
-$1.4M
|
-29,113
|
-1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$82.9M
|
-$13.2M
|
-274,143
|
-14%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$66.2M
|
-$78.5K
|
-1,631
|
-0.1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$64.7M
|
-$4.8M
|
-99,707
|
-7%
|
|
|
21
|
Nomura Asset Management
Tokyo,
Japan
|
$56.9M
|
+$27.3M
|
+566,500
|
+788%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.6M
|
-$3.35M
|
-69,530
|
-6%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$51.2M
|
+$5.06M
|
+105,105
|
+11%
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$49.6M
|
-$1.45M
|
-30,124
|
-3%
|
|
|
25
|
Acropolis Investment Management
St. Louis,
Missouri
|
$49.1M
|
-$3.17M
|
-65,791
|
-6%
|
|
