|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.33B
|
+$289M
|
+3,354,593
|
+30%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$538M
|
+$19.1M
|
+221,372
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$445M
|
+$42.8M
|
+496,661
|
+11%
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
$252M
|
+$4.1M
|
+47,613
|
+2%
|
|
|
5
|
|
$250M
|
-$41.5M
|
-481,195
|
-15%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$245M
|
+$13.3M
|
+154,080
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$205M
|
+$19.1M
|
+221,398
|
+11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$200M
|
-$16.5M
|
-191,166
|
-8%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$183M
|
+$18M
|
+208,896
|
+12%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$176M
|
+$38.8M
|
+449,839
|
+30%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$165M
|
-$8.59M
|
-99,709
|
-5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$126M
|
-$500K
|
-5,797
|
-0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$117M
|
-$5.17M
|
-59,989
|
-4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$115M
|
+$2.47M
|
+28,650
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$15M
|
+173,688
|
+16%
|
|
|
16
|
Evensky & Katz
Coral Gables,
Florida
|
$111M
|
+$18.1M
|
+210,566
|
+21%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$108M
|
+$6.36M
|
+73,796
|
+7%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$103M
|
+$17M
|
+196,826
|
+21%
|
|
|
19
|
Empowered Funds
Havertown,
Pennsylvania
|
$103M
|
+$10.1M
|
+117,410
|
+12%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$102M
|
-$2.45M
|
-28,464
|
-2%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$99M
|
+$6.14M
|
+71,200
|
+7%
|
|
|
22
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$98.2M
|
-$13.4M
|
-155,241
|
-13%
|
|
|
23
|
Unison Advisors
Washington,
District of Columbia
|
$97.6M
|
+$577K
|
+6,692
|
+0.6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$91.8M
|
-$1.57M
|
-18,200
|
-2%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$85.6M
|
+$5.96M
|
+69,101
|
+8%
|
|
