|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.13B
|
+$4.7M
|
+106,256
|
+0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.44B
|
+$758M
|
+17,138,295
|
+30%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$811M
|
+$50.3M
|
+1,138,921
|
+7%
|
|
|
4
|
|
$481M
|
-$4.39M
|
-99,309
|
-0.9%
|
|
|
5
|
Bank of New York Mellon
New York
|
$363M
|
+$1.7M
|
+38,428
|
+0.5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$292M
|
+$4.9M
|
+110,739
|
+2%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$246M
|
+$156M
|
+3,531,000
|
+200%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$227M
|
-$32.5K
|
-736
|
-0%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$216M
|
+$10.5M
|
+236,538
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$199M
|
+$16.5M
|
+373,336
|
+10%
|
|
|
11
|
|
$195M
|
+$61.1M
|
+1,381,560
|
+49%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$165M
|
-$1.24M
|
-28,143
|
-0.8%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$146M
|
+$5.91M
|
+133,685
|
+4%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$140M
|
+$3.37M
|
+76,150
|
+3%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$136M
|
-$5.06M
|
-114,467
|
-4%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$106M
|
+$2.54M
|
+57,396
|
+3%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$105M
|
+$337K
|
+7,629
|
+0.3%
|
|
|
18
|
TD Private Client Wealth
New York
|
$97.4M
|
+$37.2M
|
+841,522
|
+67%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$89M
|
-$43.2M
|
-978,239
|
-34%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$73.5M
|
+$2.98M
|
+67,453
|
+4%
|
|
|
21
|
Relative Value Partners Group
|
$64.3M
|
+$7.3M
|
+165,129
|
+14%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$63.6M
|
-$11.2M
|
-253,045
|
-16%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$62.9M
|
+$647K
|
+14,646
|
+1%
|
|
|
24
|
Acropolis Investment Management
St. Louis,
Missouri
|
$62.7M
|
+$1.14M
|
+25,788
|
+2%
|
|
|
25
|
Hamilton Capital
Columbus,
Ohio
|
$59.5M
|
+$2.95M
|
+66,821
|
+5%
|
|
