|
1
|
Charles Schwab
San Francisco,
California
|
$6.41B
|
+$6.22B
|
+138,350,261
|
+4,808%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.04B
|
+$101M
|
+2,246,651
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$868M
|
+$29.7M
|
+659,720
|
+4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$457M
|
+$3.56M
|
+79,124
|
+0.8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$338M
|
+$14.6M
|
+324,529
|
+5%
|
|
|
6
|
|
$309M
|
+$26.2M
|
+583,170
|
+9%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$248M
|
+$7.87M
|
+175,085
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$227M
|
+$6.44M
|
+143,135
|
+3%
|
|
|
9
|
|
$194M
|
+$10.8M
|
+240,804
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$176M
|
-$9.2M
|
-204,503
|
-5%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$173M
|
+$152K
|
+3,371
|
+0.1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$157M
|
+$82.2M
|
+1,827,135
|
+112%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$152M
|
+$8.59M
|
+190,970
|
+6%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$148M
|
+$2.21M
|
+49,038
|
+2%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$137M
|
+$3.29M
|
+73,208
|
+3%
|
|
|
16
|
TD Private Client Wealth
New York
|
$131M
|
+$21M
|
+466,675
|
+19%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$98.7M
|
-$1.99M
|
-44,210
|
-2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$76.9M
|
+$7.03M
|
+156,253
|
+10%
|
|
|
19
|
Acropolis Investment Management
St. Louis,
Missouri
|
$67.2M
|
+$3.13M
|
+69,563
|
+5%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$63M
|
+$1.27M
|
+28,228
|
+2%
|
|
|
21
|
Bank of Hawaii
Honolulu,
Hawaii
|
$62.1M
|
+$5.64M
|
+125,505
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61.1M
|
+$2.04M
|
+45,447
|
+3%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$59.8M
|
+$7.25M
|
+161,202
|
+14%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.2M
|
+$46.3K
|
+1,029
|
+0.1%
|
|
|
25
|
Victory Capital Management
San Antonio,
Texas
|
$54.1M
|
–
|
–
|
–
|
|
