|
1
|
Creative Planning
Overland Park,
Kansas
|
$619M
|
-$24.6M
|
-909,617
|
-4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$560M
|
-$10.3M
|
-379,741
|
-2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$228M
|
+$14.7M
|
+544,339
|
+7%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$111M
|
+$102M
|
+3,781,621
|
+12,168%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$83M
|
-$9.9M
|
-365,699
|
-11%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$71M
|
-$2.28M
|
-84,093
|
-3%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$67.5M
|
-$2.04M
|
-75,528
|
-3%
|
|
|
8
|
Rebalance
Palo Alto,
California
|
$60M
|
+$2.76M
|
+101,963
|
+5%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$59.4M
|
-$9.88M
|
-364,871
|
-15%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$56.6M
|
-$491K
|
-18,150
|
-0.9%
|
|
|
11
|
|
$55.7M
|
-$4.18M
|
-154,324
|
-7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.1M
|
-$126K
|
-4,643
|
-0.2%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$49.8M
|
+$2.04M
|
+75,392
|
+5%
|
|
|
14
|
Rakuten Investment Management
Tokyo,
Japan
|
$49.2M
|
+$8.08M
|
+298,400
|
+22%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$45.3M
|
+$2.64M
|
+97,458
|
+7%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$44.6M
|
+$4.1M
|
+151,484
|
+11%
|
|
|
17
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$43.8M
|
+$228K
|
+8,441
|
+0.6%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$38.1M
|
-$2.13M
|
-78,597
|
-6%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$37.6M
|
-$676K
|
-24,963
|
-2%
|
|
|
20
|
Cooper/Haims Advisors
Victor,
New York
|
$35.8M
|
+$520K
|
+19,223
|
+2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$34.3M
|
+$4.59M
|
+169,549
|
+17%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$33.4M
|
-$180K
|
-6,655
|
-0.6%
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$33M
|
+$1.24M
|
+45,759
|
+4%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$31.2M
|
+$266K
|
+9,844
|
+0.9%
|
|
|
25
|
Klingenstein Fields & Co
New York
|
$29M
|
-$1.33M
|
-49,120
|
-5%
|
|
