|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.03B
|
+$16.1M
|
+354,737
|
+0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.45B
|
+$640M
|
+14,144,564
|
+36%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$841M
|
-$21.1M
|
-465,573
|
-2%
|
|
|
4
|
|
$428M
|
+$4.66M
|
+102,861
|
+1%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$308M
|
+$11.5M
|
+253,297
|
+4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$284M
|
+$2.79M
|
+61,660
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$276M
|
-$127M
|
-2,814,296
|
-32%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$200M
|
-$9.03M
|
-199,445
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$169M
|
+$1.9M
|
+42,060
|
+1%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$160M
|
+$154M
|
+3,395,153
|
+16,888%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$143M
|
+$76.5M
|
+1,690,453
|
+116%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$138M
|
+$2.71M
|
+59,933
|
+2%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$122M
|
+$1.92M
|
+42,473
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$113M
|
-$34.7M
|
-767,089
|
-24%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$104M
|
-$6.94M
|
-153,166
|
-6%
|
|
|
16
|
|
$100M
|
+$6.59M
|
+145,617
|
+7%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$92.7M
|
-$6.21M
|
-137,170
|
-6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.8M
|
-$10.2M
|
-225,601
|
-10%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$79.4M
|
-$6.04M
|
-133,401
|
-7%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$57M
|
-$1.88M
|
-41,451
|
-3%
|
|
|
21
|
Evergreen Capital Management
Bellevue,
Washington
|
$56.4M
|
+$53M
|
+1,170,313
|
+1,694%
|
|
|
22
|
Acropolis Investment Management
St. Louis,
Missouri
|
$56M
|
+$3.36M
|
+74,119
|
+6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55M
|
+$913K
|
+20,162
|
+2%
|
|
|
24
|
Cantor Fitzgerald
New York
|
$54.1M
|
-$628K
|
-13,873
|
-1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$52.7M
|
+$26.4M
|
+583,647
|
+102%
|
|
