|
1
|
Creative Planning
Overland Park,
Kansas
|
$593M
|
+$37M
|
+395,318
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$371M
|
+$43.4M
|
+464,163
|
+14%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$345M
|
-$5.52M
|
-59,082
|
-2%
|
|
|
4
|
|
$303M
|
+$17.6M
|
+188,744
|
+6%
|
|
|
5
|
Mason Investment Advisory Services
Reston,
Virginia
|
$260M
|
-$1.67M
|
-17,837
|
-0.7%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$216M
|
+$3.56M
|
+38,090
|
+2%
|
|
|
7
|
Churchill Management
Los Angeles,
California
|
$214M
|
+$2.5M
|
+26,700
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$173M
|
+$121M
|
+1,296,078
|
+254%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$167M
|
+$163M
|
+1,743,408
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$15.2M
|
+162,290
|
+10%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
+$83.3M
|
+891,250
|
+228%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$121M
|
+$38.2M
|
+408,822
|
+48%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$113M
|
+$91.9M
|
+982,858
|
+465%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$109M
|
+$19.4M
|
+207,145
|
+22%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$6.72M
|
+71,915
|
+7%
|
|
|
16
|
Unison Advisors
Washington,
District of Columbia
|
$101M
|
-$3.26M
|
-34,891
|
-3%
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$93.8M
|
+$2.57M
|
+27,545
|
+3%
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$93M
|
-$7.38M
|
-78,957
|
-8%
|
|
|
19
|
Empowered Funds
Havertown,
Pennsylvania
|
$93M
|
+$2.21M
|
+23,691
|
+3%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$92.1M
|
+$12.5M
|
+134,265
|
+16%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$86.3M
|
+$2.53M
|
+27,059
|
+3%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$84.3M
|
+$5.46M
|
+58,415
|
+7%
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$81.4M
|
-$11M
|
-117,171
|
-12%
|
|
|
24
|
Plancorp LLC
Saint Louis,
Missouri
|
$80.4M
|
+$2.85M
|
+30,470
|
+4%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$77.9M
|
+$2.73M
|
+29,205
|
+4%
|
|
