|
1
|
Charles Schwab
San Francisco,
California
|
$5.7B
|
-$958M
|
-20,563,095
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.26B
|
+$99.7M
|
+2,139,431
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$938M
|
+$35.4M
|
+760,633
|
+4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$478M
|
+$3.16M
|
+67,856
|
+0.7%
|
|
|
5
|
|
$405M
|
+$82.8M
|
+1,777,531
|
+26%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$377M
|
+$211M
|
+4,535,396
|
+131%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$361M
|
+$9.67M
|
+207,604
|
+3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$266M
|
+$7.99M
|
+171,411
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$245M
|
+$8.58M
|
+184,105
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$210M
|
+$27.8M
|
+597,738
|
+15%
|
|
|
11
|
|
$189M
|
-$12.3M
|
-264,216
|
-6%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$181M
|
+$1.51M
|
+32,437
|
+0.9%
|
|
|
13
|
Morningstar Investment Services
Chicago,
Illinois
|
$171M
|
+$29.1M
|
+623,803
|
+21%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$162M
|
+$80.9M
|
+1,737,364
|
+103%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$154M
|
+$764K
|
+16,402
|
+0.5%
|
|
|
16
|
TD Private Client Wealth
New York
|
$154M
|
+$17.6M
|
+377,295
|
+13%
|
|
|
17
|
Bank of Hawaii
Honolulu,
Hawaii
|
$105M
|
+$39.6M
|
+850,699
|
+62%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$104M
|
+$1.04M
|
+22,233
|
+1%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$95.9M
|
+$86M
|
+1,846,939
|
+977%
|
|
|
20
|
Acropolis Investment Management
St. Louis,
Missouri
|
$73.8M
|
+$3.93M
|
+84,272
|
+6%
|
|
|
21
|
Financial Engines Advisors
Santa Clara,
California
|
$67.5M
|
+$1.95M
|
+41,845
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66.4M
|
+$2.87M
|
+61,545
|
+5%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$63.2M
|
+$948K
|
+20,353
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$59M
|
-$1.51M
|
-32,397
|
-3%
|
|
|
25
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$53.2M
|
+$1.6M
|
+34,369
|
+3%
|
|
