|
1
|
Creative Planning
Overland Park,
Kansas
|
$765M
|
-$24M
|
-671,447
|
-3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$548M
|
-$15M
|
-419,213
|
-3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$344M
|
-$20.7K
|
-580
|
-0%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$124M
|
-$8.16M
|
-228,565
|
-6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$115M
|
-$6.92M
|
-193,776
|
-6%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$115M
|
-$7.01M
|
-196,375
|
-6%
|
|
|
7
|
Rakuten Investment Management
Tokyo,
Japan
|
$106M
|
-$55.2M
|
-1,545,918
|
-34%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$84.1M
|
+$8.75M
|
+245,041
|
+12%
|
|
|
9
|
Rebalance
Palo Alto,
California
|
$83.3M
|
+$4.07M
|
+113,863
|
+5%
|
|
|
10
|
|
$83M
|
-$5.11M
|
-143,109
|
-6%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$79.7M
|
+$3.16M
|
+88,370
|
+4%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$76.8M
|
+$1.31M
|
+36,639
|
+2%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$70.4M
|
+$940K
|
+26,313
|
+1%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$63.9M
|
-$5.28M
|
-147,762
|
-8%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
$63M
|
+$1.2M
|
+33,657
|
+2%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$59.9M
|
+$34.3M
|
+959,875
|
+139%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.7M
|
+$1.45M
|
+40,490
|
+3%
|
|
|
18
|
|
$56.5M
|
-$5.32M
|
-149,094
|
-9%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$56.2M
|
-$590K
|
-16,532
|
-1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$55.8M
|
+$554K
|
+15,517
|
+1%
|
|
|
21
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$55.1M
|
+$1.68M
|
+47,041
|
+3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$54M
|
+$319K
|
+8,937
|
+0.6%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$52.5M
|
-$1.82M
|
-51,105
|
-3%
|
|
|
24
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$52.4M
|
+$454K
|
+12,720
|
+0.9%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$50.5M
|
-$1.96M
|
-54,981
|
-4%
|
|
