|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.78B
|
+$366M
|
+8,121,857
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.5B
|
+$223M
|
+4,938,832
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$716M
|
-$148M
|
-3,283,683
|
-17%
|
|
|
4
|
|
$458M
|
+$21.6M
|
+480,055
|
+5%
|
|
|
5
|
Bank of New York Mellon
New York
|
$341M
|
+$2.55M
|
+56,637
|
+0.7%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$271M
|
+$23.8M
|
+528,714
|
+9%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$215M
|
+$6.62M
|
+146,916
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$193M
|
+$17.6M
|
+390,939
|
+10%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$174M
|
-$3.29M
|
-72,946
|
-2%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$157M
|
+$162M
|
+3,592,287
|
New
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$133M
|
+$66M
|
+1,465,828
|
+93%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$132M
|
+$1.22M
|
+27,169
|
+0.9%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$129M
|
+$6.55M
|
+145,322
|
+5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$127M
|
+$41M
|
+910,476
|
+46%
|
|
|
15
|
|
$123M
|
+$8.29M
|
+184,091
|
+7%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$99.3M
|
-$466K
|
-10,343
|
-0.5%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$99M
|
+$2.55M
|
+56,612
|
+3%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$77.3M
|
+$20.6M
|
+456,372
|
+35%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$71.2M
|
+$27.4M
|
+608,523
|
+60%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$66.4M
|
-$18.2M
|
-403,257
|
-21%
|
|
|
21
|
Financial Engines Advisors
Santa Clara,
California
|
$58.7M
|
+$14.7M
|
+325,722
|
+32%
|
|
|
22
|
Cantor Fitzgerald
New York
|
$58.7M
|
+$7.3M
|
+162,089
|
+14%
|
|
|
23
|
Acropolis Investment Management
St. Louis,
Missouri
|
$58M
|
-$161K
|
-3,581
|
-0.3%
|
|
|
24
|
TD Private Client Wealth
New York
|
$55.2M
|
+$25.9M
|
+575,271
|
+84%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$55.1M
|
-$94.1K
|
-2,088
|
-0.2%
|
|
