|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.71B
|
+$207M
|
+4,468,416
|
+8%
|
|
|
2
|
|
$2.39B
|
+$58.2M
|
+1,253,241
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04B
|
+$52.9M
|
+1,139,467
|
+5%
|
|
|
4
|
Bank of New York Mellon
New York
|
$485M
|
+$11.8M
|
+253,782
|
+3%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$415M
|
+$10.4M
|
+224,746
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$383M
|
+$46.1M
|
+992,332
|
+14%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$318M
|
+$14.3M
|
+307,671
|
+5%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$295M
|
+$19.4M
|
+417,050
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$289M
|
+$2.3M
|
+49,616
|
+0.8%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$264M
|
-$2.84M
|
-61,125
|
-1%
|
|
|
11
|
|
$223M
|
+$6.63M
|
+142,864
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$211M
|
-$21.9M
|
-472,153
|
-10%
|
|
|
13
|
TD Private Client Wealth
New York
|
$210M
|
+$15.3M
|
+329,333
|
+8%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$172M
|
+$9.38M
|
+201,939
|
+6%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$169M
|
+$2.2M
|
+47,444
|
+1%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$120M
|
+$17.4M
|
+374,910
|
+17%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$116M
|
-$38.4M
|
-826,057
|
-25%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$107M
|
-$1.3M
|
-27,925
|
-1%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$105M
|
+$3.2M
|
+68,956
|
+3%
|
|
|
20
|
Angeles Investment Advisors
Santa Monica,
California
|
$90.3M
|
+$89.3M
|
+1,923,500
|
New
|
|
|
21
|
Acropolis Investment Management
St. Louis,
Missouri
|
$80.3M
|
+$3.4M
|
+73,214
|
+4%
|
|
|
22
|
Castleark Management
Chicago,
Illinois
|
$80.1M
|
–
|
–
|
–
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$76.9M
|
+$6.79M
|
+146,164
|
+10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76.7M
|
+$2.65M
|
+57,012
|
+4%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$70.8M
|
+$2.99M
|
+64,338
|
+4%
|
|
