|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.7B
|
+$168M
|
+1,407,868
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$981M
|
+$159M
|
+1,336,636
|
+20%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$819M
|
-$12.2M
|
-102,627
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$432M
|
+$75.8M
|
+635,647
|
+23%
|
|
|
5
|
|
$425M
|
+$12.8M
|
+107,581
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$386M
|
+$73M
|
+611,831
|
+25%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$374M
|
+$61.5M
|
+515,376
|
+21%
|
|
|
8
|
Mason Investment Advisory Services
Reston,
Virginia
|
$352M
|
-$1.07M
|
-9,009
|
-0.3%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$331M
|
-$26M
|
-217,977
|
-8%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$326M
|
+$26.3M
|
+220,228
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$299M
|
-$11.4M
|
-95,640
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$285M
|
+$64.8M
|
+543,529
|
+31%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$241M
|
+$52.9M
|
+443,148
|
+30%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$225M
|
+$46.7M
|
+391,319
|
+28%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$201M
|
+$18.8M
|
+157,852
|
+11%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$192M
|
+$9.03M
|
+75,690
|
+5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$179M
|
+$2.47M
|
+20,680
|
+1%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$173M
|
+$21M
|
+175,962
|
+15%
|
|
|
19
|
Unison Advisors
Washington,
District of Columbia
|
$167M
|
+$872K
|
+7,308
|
+0.6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$162M
|
-$7.82M
|
-65,547
|
-5%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$145M
|
-$4.87M
|
-40,839
|
-3%
|
|
|
22
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$141M
|
+$135M
|
+1,133,259
|
New
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$140M
|
+$133M
|
+1,118,711
|
+278,286%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$133M
|
-$2.79M
|
-23,399
|
-2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$132M
|
+$36.4M
|
+304,861
|
+40%
|
|
