|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.92B
|
+$204M
|
+2,042,301
|
+12%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$667M
|
+$45.1M
|
+450,644
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$558M
|
+$36.5M
|
+365,308
|
+7%
|
|
|
4
|
|
$304M
|
+$23.6M
|
+236,064
|
+9%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$290M
|
+$9.74M
|
+97,375
|
+4%
|
|
|
6
|
Mason Investment Advisory Services
Reston,
Virginia
|
$290M
|
+$7.72M
|
+77,141
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
+$14.5M
|
+145,182
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$238M
|
+$2.94M
|
+29,419
|
+1%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$236M
|
+$6.83M
|
+68,260
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$212M
|
+$15.7M
|
+157,175
|
+8%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$205M
|
-$23.2M
|
-231,833
|
-10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$141M
|
+$7.2M
|
+72,001
|
+5%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$139M
|
+$10.1M
|
+101,266
|
+8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$137M
|
-$3.94M
|
-39,409
|
-3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$134M
|
+$4.13M
|
+41,282
|
+3%
|
|
|
16
|
Unison Advisors
Washington,
District of Columbia
|
$134M
|
+$477K
|
+4,770
|
+0.4%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$134M
|
+$6.87M
|
+68,644
|
+6%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$133M
|
+$17.2M
|
+171,508
|
+15%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$130M
|
-$5.79M
|
-57,867
|
-4%
|
|
|
20
|
Evensky & Katz
Coral Gables,
Florida
|
$125M
|
+$1.33M
|
+13,251
|
+1%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$117M
|
+$11.2M
|
+111,819
|
+11%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$109M
|
+$309K
|
+3,088
|
+0.3%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$103M
|
+$1.27M
|
+12,717
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$91.9M
|
-$9.42M
|
-94,162
|
-9%
|
|
|
25
|
Avantax Planning Partners
Dubuque,
Iowa
|
$87.6M
|
+$2.71M
|
+27,047
|
+3%
|
|
