|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.81B
|
+$101M
|
+2,147,360
|
+4%
|
|
|
2
|
|
$1.16B
|
-$1.24B
|
-26,343,238
|
-52%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05B
|
+$8.72M
|
+185,179
|
+0.8%
|
|
|
4
|
Bank of New York Mellon
New York
|
$493M
|
+$6.71M
|
+142,443
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$424M
|
+$39.7M
|
+843,178
|
+10%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$414M
|
-$2.17M
|
-46,160
|
-0.5%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$391M
|
+$95.5M
|
+2,026,709
|
+32%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$331M
|
+$11.6M
|
+245,905
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$296M
|
+$6.44M
|
+136,738
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$284M
|
+$19.2M
|
+407,717
|
+7%
|
|
|
11
|
|
$240M
|
+$16.8M
|
+356,511
|
+8%
|
|
|
12
|
TD Private Client Wealth
New York
|
$233M
|
+$23M
|
+488,878
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$232M
|
+$20.9M
|
+442,649
|
+10%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$177M
|
+$4.55M
|
+96,506
|
+3%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$176M
|
+$7.1M
|
+150,684
|
+4%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$129M
|
+$9.28M
|
+196,934
|
+8%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$114M
|
-$2.57M
|
-54,649
|
-2%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$113M
|
+$113M
|
+2,409,074
|
New
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$107M
|
+$1.32M
|
+28,032
|
+1%
|
|
|
20
|
Angeles Investment Advisors
Santa Monica,
California
|
$90.6M
|
–
|
–
|
–
|
|
|
21
|
Castleark Management
Chicago,
Illinois
|
$80.3M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.8M
|
+$2.9M
|
+61,616
|
+4%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$73.1M
|
+$2.16M
|
+45,784
|
+3%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$71.9M
|
+$72M
|
+1,527,417
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$69.5M
|
+$26.9M
|
+571,814
|
+63%
|
|
