|
1
|
Prudential Financial
Newark,
New Jersey
|
$3.13B
|
-$29.5M
|
-398,394
|
-0.9%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$664M
|
+$5.86M
|
+79,064
|
+0.9%
|
|
|
3
|
MASECO Private Wealth
London,
|
$531M
|
+$1.95M
|
+26,368
|
+0.4%
|
|
|
4
|
Root Financial Partners
Encinitas,
California
|
$434M
|
+$59.7M
|
+805,252
|
+15%
|
|
|
5
|
Vise Technologies
New York
|
$352M
|
–
|
–
|
–
|
|
|
6
|
Index Fund Advisors
Irvine,
California
|
$351M
|
-$37.6K
|
-507
|
-0%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$330M
|
-$3.47M
|
-46,795
|
-1%
|
|
|
8
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$287M
|
-$571K
|
-7,712
|
-0.2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$260M
|
+$4.51M
|
+60,898
|
+2%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$241M
|
+$42.1M
|
+568,587
|
+20%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$238M
|
-$5.13M
|
-69,163
|
-2%
|
|
|
12
|
TCI Wealth Advisors
Tucson,
Arizona
|
$236M
|
+$11.3M
|
+153,007
|
+5%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$212M
|
+$20.9M
|
+282,601
|
+10%
|
|
|
14
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$200M
|
+$9.81M
|
+132,363
|
+5%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$180M
|
+$15.1M
|
+204,402
|
+9%
|
|
|
16
|
Zhang Financial
Portage,
Michigan
|
$180M
|
+$8.57M
|
+115,694
|
+5%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$169M
|
+$70.9M
|
+956,292
|
+78%
|
|
|
18
|
G2 Capital Management
Columbus,
Ohio
|
$165M
|
+$1.31M
|
+17,656
|
+0.8%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$129M
|
+$24.3M
|
+328,058
|
+21%
|
|
|
20
|
Capital Performance Advisors
Walnut Creek,
California
|
$120M
|
+$15.4M
|
+208,107
|
+14%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$34.6M
|
+467,549
|
+38%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
+$25.5M
|
+344,117
|
+26%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$117M
|
-$4.07M
|
-54,983
|
-3%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$111M
|
+$1.2M
|
+16,196
|
+1%
|
|
|
25
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$109M
|
+$3.31M
|
+44,671
|
+3%
|
|
