|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.64B
|
-$163M
|
-3,458,020
|
-6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28B
|
+$233M
|
+4,927,558
|
+22%
|
|
|
3
|
|
$1.16B
|
+$12.2M
|
+257,948
|
+1%
|
|
|
4
|
Bank of New York Mellon
New York
|
$489M
|
-$2.84M
|
-60,124
|
-0.6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$441M
|
+$17.9M
|
+379,625
|
+4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$416M
|
+$2.84M
|
+60,256
|
+0.7%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$408M
|
+$18.6M
|
+393,221
|
+5%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$343M
|
+$13.8M
|
+291,352
|
+4%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$316M
|
+$33.2M
|
+702,640
|
+12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$296M
|
+$1.03M
|
+21,890
|
+0.3%
|
|
|
11
|
TD Private Client Wealth
New York
|
$248M
|
+$15.6M
|
+329,604
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$248M
|
+$180M
|
+3,807,648
|
+258%
|
|
|
13
|
|
$248M
|
+$8.76M
|
+185,655
|
+4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$238M
|
+$6.55M
|
+138,647
|
+3%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$178M
|
+$1.92M
|
+40,592
|
+1%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$142M
|
+$12.8M
|
+270,216
|
+10%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$118M
|
+$5.42M
|
+114,866
|
+5%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$112M
|
-$1.09M
|
-23,043
|
-1%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$109M
|
+$2.17M
|
+46,047
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85.6M
|
+$6.09M
|
+129,035
|
+8%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$75M
|
+$3.26M
|
+69,140
|
+5%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$74.7M
|
+$1.81M
|
+38,378
|
+2%
|
|
|
23
|
Castleark Management
Chicago,
Illinois
|
$69.9M
|
-$10.3M
|
-217,740
|
-13%
|
|
|
24
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$68.2M
|
+$4.79M
|
+101,460
|
+8%
|
|
|
25
|
Financial Engines Advisors
Santa Clara,
California
|
$65.4M
|
-$3.09M
|
-65,360
|
-4%
|
|
