|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.7B
|
+$128M
|
+2,758,674
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.4B
|
+$83.8M
|
+1,811,814
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$903M
|
-$675K
|
-14,591
|
-0.1%
|
|
|
4
|
|
$459M
|
+$18.5M
|
+399,470
|
+4%
|
|
|
5
|
Bank of New York Mellon
New York
|
$356M
|
+$3.26M
|
+70,480
|
+0.9%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$261M
|
+$240K
|
+5,194
|
+0.1%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$219M
|
+$2.67M
|
+57,807
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$185M
|
+$9.09M
|
+196,416
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$184M
|
+$23.2M
|
+501,327
|
+14%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$171M
|
+$8.46M
|
+182,760
|
+5%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$138M
|
-$190M
|
-4,115,998
|
-58%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$129M
|
+$3.54M
|
+76,514
|
+3%
|
|
|
13
|
|
$121M
|
+$11.9M
|
+257,982
|
+11%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$105M
|
+$1.02M
|
+22,026
|
+1%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$101M
|
+$7.8M
|
+168,601
|
+8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.3M
|
-$4.47M
|
-96,713
|
-5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$88.3M
|
+$4.16M
|
+89,917
|
+5%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$72.5M
|
-$68.3M
|
-1,476,579
|
-48%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$71.8M
|
-$3.95M
|
-85,272
|
-5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$61.2M
|
+$2.43M
|
+52,455
|
+4%
|
|
|
21
|
Acropolis Investment Management
St. Louis,
Missouri
|
$61.1M
|
+$2.01M
|
+43,453
|
+3%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$60M
|
+$20M
|
+432,829
|
+50%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58M
|
-$232K
|
-5,023
|
-0.4%
|
|
|
24
|
Cantor Fitzgerald
New York
|
$54.2M
|
-$1.4M
|
-30,357
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.7M
|
-$790K
|
-17,073
|
-1%
|
|
