|
1
|
Creative Planning
Overland Park,
Kansas
|
$771M
|
+$179M
|
+1,806,090
|
+29%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$400M
|
+$27.9M
|
+280,964
|
+7%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$340M
|
-$7.6M
|
-76,538
|
-2%
|
|
|
4
|
|
$334M
|
+$30.5M
|
+306,617
|
+10%
|
|
|
5
|
Mason Investment Advisory Services
Reston,
Virginia
|
$260M
|
-$1.79M
|
-18,060
|
-0.7%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$220M
|
+$3.43M
|
+34,564
|
+2%
|
|
|
7
|
Churchill Management
Los Angeles,
California
|
$218M
|
+$3.46M
|
+34,800
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$29.3M
|
+295,391
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$953K
|
+9,594
|
+0.5%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$171M
|
+$2.69M
|
+27,039
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$148M
|
+$25M
|
+251,216
|
+20%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$136M
|
+$14.9M
|
+149,541
|
+12%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$133M
|
+$24.1M
|
+242,286
|
+21%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$11.4M
|
+114,388
|
+10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$113M
|
-$1.35M
|
-13,558
|
-1%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$112M
|
+$34.2M
|
+343,978
|
+42%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$110M
|
+$113M
|
+1,134,550
|
New
|
|
|
18
|
Unison Advisors
Washington,
District of Columbia
|
$101M
|
-$958K
|
-9,642
|
-0.9%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$100M
|
+$7.78M
|
+78,306
|
+8%
|
|
|
20
|
Empowered Funds
Havertown,
Pennsylvania
|
$96.6M
|
+$3.1M
|
+31,219
|
+3%
|
|
|
21
|
CCM Investment Group
Northfield,
Minnesota
|
$95.9M
|
+$99.1M
|
+997,536
|
New
|
|
|
22
|
Evensky & Katz
Coral Gables,
Florida
|
$94.9M
|
+$582K
|
+5,862
|
+0.6%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$94M
|
+$9.38M
|
+94,426
|
+11%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$92.3M
|
-$1.29M
|
-12,941
|
-1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92M
|
+$5.38M
|
+54,151
|
+6%
|
|
