|
1
|
Charles Schwab
San Francisco,
California
|
$5.11B
|
-$225M
|
-4,915,918
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.43B
|
-$945M
|
-20,667,626
|
-28%
|
|
|
3
|
|
$2.26B
|
+$100M
|
+2,196,520
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$966M
|
+$45.7M
|
+1,000,394
|
+5%
|
|
|
5
|
Bank of New York Mellon
New York
|
$465M
|
-$11.1M
|
-242,094
|
-2%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$384M
|
+$8.09M
|
+176,997
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$325M
|
-$1.98M
|
-43,302
|
-0.6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$274M
|
-$6.02M
|
-131,650
|
-2%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$272M
|
+$9.84M
|
+215,219
|
+4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$256M
|
+$50.6M
|
+1,107,390
|
+25%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$245M
|
+$8.24M
|
+180,207
|
+4%
|
|
|
12
|
|
$210M
|
+$8.01M
|
+175,253
|
+4%
|
|
|
13
|
TD Private Client Wealth
New York
|
$182M
|
+$14M
|
+305,666
|
+8%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$179M
|
-$1.86M
|
-40,763
|
-1%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$162M
|
+$2.01M
|
+44,009
|
+1%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$121M
|
+$1.75M
|
+38,192
|
+1%
|
|
|
17
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$105M
|
+$6.7M
|
+146,557
|
+7%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$103M
|
-$3.42M
|
-74,783
|
-3%
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$84.8M
|
+$14.1M
|
+309,289
|
+20%
|
|
|
20
|
Acropolis Investment Management
St. Louis,
Missouri
|
$75.4M
|
+$1.26M
|
+27,543
|
+2%
|
|
|
21
|
Castleark Management
Chicago,
Illinois
|
$74.5M
|
–
|
–
|
–
|
|
|
22
|
Financial Engines Advisors
Santa Clara,
California
|
$73.8M
|
-$19.3M
|
-422,758
|
-21%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.6M
|
+$4.29M
|
+93,758
|
+6%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$64.6M
|
+$1.83M
|
+40,122
|
+3%
|
|
|
25
|
First Interstate Bank
Billings,
Montana
|
$56.4M
|
+$5.02M
|
+109,856
|
+10%
|
|
