|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.16B
|
+$130M
|
+2,856,614
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.95B
|
-$437M
|
-9,576,897
|
-13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$842M
|
+$43.6M
|
+956,908
|
+5%
|
|
|
4
|
Bank of New York Mellon
New York
|
$455M
|
+$97.7M
|
+2,143,081
|
+27%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$324M
|
+$36.7M
|
+805,991
|
+13%
|
|
|
6
|
|
$284M
|
-$189M
|
-4,146,442
|
-40%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$241M
|
+$17.3M
|
+378,399
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$221M
|
+$9.15M
|
+200,700
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$186M
|
-$10M
|
-219,521
|
-5%
|
|
|
10
|
|
$184M
|
-$8.14M
|
-178,611
|
-4%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$174M
|
+$10.9M
|
+239,876
|
+7%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$146M
|
+$7.94M
|
+174,232
|
+6%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$146M
|
-$672K
|
-14,738
|
-0.5%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$134M
|
-$108M
|
-2,372,169
|
-45%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$131M
|
-$2.32M
|
-50,930
|
-2%
|
|
|
16
|
TD Private Client Wealth
New York
|
$110M
|
+$14.4M
|
+314,777
|
+15%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$101M
|
-$2.6M
|
-57,004
|
-3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$74.4M
|
+$11.8M
|
+259,568
|
+19%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$70.1M
|
-$2.12M
|
-46,597
|
-3%
|
|
|
20
|
Relative Value Partners Group
|
$64.9M
|
+$831K
|
+18,223
|
+1%
|
|
|
21
|
Acropolis Investment Management
St. Louis,
Missouri
|
$64.3M
|
+$2.65M
|
+58,014
|
+4%
|
|
|
22
|
Financial Engines Advisors
Santa Clara,
California
|
$62M
|
+$163K
|
+3,583
|
+0.3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.3M
|
+$3.8M
|
+83,386
|
+7%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.4M
|
+$2.96M
|
+64,844
|
+5%
|
|
|
25
|
|
$57.4M
|
+$57.4M
|
+1,258,910
|
New
|
|
