|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.46B
|
+$29.4M
|
+643,509
|
+1%
|
|
|
2
|
|
$2.3B
|
+$44.1M
|
+964,005
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$977M
|
+$10.1M
|
+221,237
|
+1%
|
|
|
4
|
Bank of New York Mellon
New York
|
$467M
|
+$1.45M
|
+31,772
|
+0.3%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$399M
|
+$14.7M
|
+321,293
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$332M
|
+$7.23M
|
+157,983
|
+2%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$300M
|
+$291M
|
+6,364,981
|
+6,012%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$283M
|
+$8.65M
|
+188,971
|
+3%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$271M
|
-$1.13M
|
-24,617
|
-0.4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$264M
|
+$7.84M
|
+171,389
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$230M
|
-$15M
|
-328,228
|
-6%
|
|
|
12
|
|
$213M
|
+$2.78M
|
+60,723
|
+1%
|
|
|
13
|
TD Private Client Wealth
New York
|
$192M
|
+$9.97M
|
+217,904
|
+6%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$164M
|
-$14.2M
|
-310,337
|
-8%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$160M
|
-$2.23M
|
-48,638
|
-1%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$153M
|
-$4.9B
|
-107,072,356
|
-97%
|
|
|
17
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$107M
|
+$1.78M
|
+38,999
|
+2%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$101M
|
-$2.02M
|
-44,135
|
-2%
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$101M
|
+$15.8M
|
+344,171
|
+19%
|
|
|
20
|
Castleark Management
Chicago,
Illinois
|
$79M
|
+$4.41M
|
+96,460
|
+6%
|
|
|
21
|
Acropolis Investment Management
St. Louis,
Missouri
|
$76.9M
|
+$1.45M
|
+31,666
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73M
|
+$1.38M
|
+30,224
|
+2%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$69.1M
|
-$4.73M
|
-103,348
|
-6%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$66.9M
|
+$2.23M
|
+48,778
|
+3%
|
|
|
25
|
First Interstate Bank
Billings,
Montana
|
$57.6M
|
+$1.1M
|
+24,022
|
+2%
|
|
