|
1
|
Charles Schwab
San Francisco,
California
|
$5.23B
|
-$247M
|
-5,380,804
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.32B
|
+$192M
|
+4,180,821
|
+6%
|
|
|
3
|
|
$2.11B
|
+$1.74B
|
+37,928,555
|
+442%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$900M
|
-$731K
|
-15,891
|
-0.1%
|
|
|
5
|
Bank of New York Mellon
New York
|
$467M
|
+$7.8M
|
+169,602
|
+2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$368M
|
+$21.8M
|
+473,940
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$320M
|
-$43.1M
|
-937,713
|
-12%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$274M
|
+$39.9M
|
+866,903
|
+17%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$257M
|
+$1.68M
|
+36,461
|
+0.6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$232M
|
+$29.7M
|
+644,875
|
+14%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$200M
|
+$203M
|
+4,409,990
|
New
|
|
|
12
|
|
$198M
|
+$16.7M
|
+362,401
|
+9%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$177M
|
+$2.68M
|
+58,176
|
+2%
|
|
|
14
|
TD Private Client Wealth
New York
|
$164M
|
+$16.4M
|
+357,232
|
+11%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$157M
|
+$8.69M
|
+188,977
|
+6%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$116M
|
+$118M
|
+2,564,973
|
New
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$104M
|
+$4.6M
|
+100,083
|
+5%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$95.9M
|
+$3.6M
|
+78,267
|
+4%
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$91.5M
|
+$27M
|
+587,076
|
+41%
|
|
|
20
|
Essential Planning
Portsmouth,
New Hampshire
|
$76.8M
|
+$75.5M
|
+1,641,878
|
+5,824%
|
|
|
21
|
Castleark Management
Chicago,
Illinois
|
$73M
|
+$74M
|
+1,609,080
|
New
|
|
|
22
|
Acropolis Investment Management
St. Louis,
Missouri
|
$72.5M
|
+$1.66M
|
+36,204
|
+2%
|
|
|
23
|
Clearstead Advisors
Cleveland,
Ohio
|
$69M
|
+$69.9M
|
+1,519,172
|
+48,060%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.9M
|
+$2.1M
|
+45,622
|
+3%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$61.4M
|
+$739K
|
+16,064
|
+1%
|
|
