|
1
|
Prudential Financial
Newark,
New Jersey
|
$3.26B
|
-$342M
|
-4,322,269
|
-10%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$774M
|
+$8.14M
|
+102,911
|
+1%
|
|
|
3
|
MASECO Private Wealth
London,
|
$604M
|
-$9.09M
|
-114,982
|
-2%
|
|
|
4
|
Root Financial Partners
Encinitas,
California
|
$426M
|
-$73.3M
|
-927,205
|
-15%
|
|
|
5
|
Index Fund Advisors
Irvine,
California
|
$409M
|
+$2.98M
|
+37,701
|
+0.8%
|
|
|
6
|
Vise Technologies
New York
|
$397M
|
+$7.7M
|
+97,375
|
+2%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$363M
|
-$2.45M
|
-30,930
|
-0.7%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$322M
|
+$42.3M
|
+535,143
|
+16%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$314M
|
+$40.1M
|
+507,693
|
+15%
|
|
|
10
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$301M
|
+$30.4M
|
+383,927
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$279M
|
-$20.2M
|
-254,969
|
-7%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$272M
|
-$2.84M
|
-35,884
|
-1%
|
|
|
13
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$240M
|
+$9.23M
|
+116,765
|
+4%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$221M
|
+$12.9M
|
+162,906
|
+6%
|
|
|
15
|
Zhang Financial
Portage,
Michigan
|
$218M
|
+$10M
|
+126,540
|
+5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$214M
|
-$29.8M
|
-376,306
|
-13%
|
|
|
17
|
G2 Capital Management
Columbus,
Ohio
|
$193M
|
+$2.18M
|
+27,568
|
+1%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$180M
|
+$1.52M
|
+19,165
|
+0.9%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$152M
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
+$6.4M
|
+80,931
|
+5%
|
|
|
21
|
Capital Performance Advisors
Walnut Creek,
California
|
$141M
|
+$2.77M
|
+35,047
|
+2%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$140M
|
+$10.8M
|
+136,326
|
+9%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$130M
|
-$4.84M
|
-61,181
|
-4%
|
|
|
24
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$127M
|
+$1.93M
|
+24,361
|
+2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
+$2.71M
|
+34,226
|
+2%
|
|
