|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.64B
|
+$491M
|
+10,586,242
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.34B
|
-$168M
|
-3,619,054
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$915M
|
+$55.2M
|
+1,189,422
|
+6%
|
|
|
4
|
|
$446M
|
+$8.85M
|
+190,652
|
+2%
|
|
|
5
|
Bank of New York Mellon
New York
|
$357M
|
+$66M
|
+1,422,432
|
+23%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$331M
|
+$16.2M
|
+348,252
|
+5%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$263M
|
-$18.9M
|
-406,471
|
-7%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$219M
|
+$14.2M
|
+304,920
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$178M
|
+$5.19M
|
+111,807
|
+3%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$165M
|
+$5.58M
|
+120,223
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$163M
|
+$16.3M
|
+350,223
|
+11%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$142M
|
+$1.17M
|
+25,124
|
+0.8%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$127M
|
+$1.88M
|
+40,411
|
+2%
|
|
|
14
|
|
$111M
|
+$8.29M
|
+178,517
|
+8%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$105M
|
-$1.25M
|
-26,849
|
-1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$97M
|
+$3.13M
|
+67,363
|
+3%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$94.8M
|
+$25.2K
|
+542
|
+0%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$85.2M
|
-$30.5M
|
-656,897
|
-26%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$76.6M
|
-$4.61M
|
-99,401
|
-6%
|
|
|
20
|
Acropolis Investment Management
St. Louis,
Missouri
|
$59.9M
|
+$2.6M
|
+56,113
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
+$5.68M
|
+122,463
|
+11%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$59M
|
+$694K
|
+14,943
|
+1%
|
|
|
23
|
Cantor Fitzgerald
New York
|
$56.3M
|
+$1.02M
|
+22,030
|
+2%
|
|
|
24
|
Evergreen Capital Management
Bellevue,
Washington
|
$55.6M
|
-$2.14M
|
-46,035
|
-4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.2M
|
-$1.11M
|
-23,921
|
-2%
|
|
