|
1
|
Creative Planning
Overland Park,
Kansas
|
$554M
|
-$9.73M
|
-355,498
|
-2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$501M
|
-$14.8M
|
-539,058
|
-3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$272M
|
+$40.7M
|
+1,487,984
|
+18%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$101M
|
+$75.7M
|
+2,765,078
|
+311%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$98.9M
|
+$2.97M
|
+108,331
|
+3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$63.9M
|
-$698K
|
-25,490
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.8M
|
-$1.5M
|
-54,737
|
-2%
|
|
|
8
|
Rebalance
Palo Alto,
California
|
$58.5M
|
+$223K
|
+8,151
|
+0.4%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$58.3M
|
+$3.08M
|
+112,472
|
+6%
|
|
|
10
|
Rakuten Investment Management
Tokyo,
Japan
|
$55.6M
|
+$55.1M
|
+2,013,903
|
New
|
|
|
11
|
|
$55.2M
|
+$1.46M
|
+53,332
|
+3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.5M
|
+$608K
|
+22,228
|
+1%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$52.1M
|
+$26.1M
|
+952,161
|
+101%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$51.5M
|
+$2.19M
|
+79,855
|
+4%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$48M
|
-$3.38M
|
-123,385
|
-7%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$46.7M
|
+$3.04M
|
+110,954
|
+7%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$43.9M
|
-$14.5K
|
-531
|
-0%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$42M
|
+$254K
|
+9,289
|
+0.6%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$38.9M
|
-$2.84M
|
-103,774
|
-7%
|
|
|
20
|
Krilogy Financial
St. Louis,
Missouri
|
$38.7M
|
+$2.56M
|
+93,672
|
+7%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$36.9M
|
+$2.25M
|
+82,076
|
+7%
|
|
|
22
|
Cooper/Haims Advisors
Victor,
New York
|
$34.2M
|
+$528K
|
+19,305
|
+2%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$32.7M
|
+$747K
|
+27,298
|
+2%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$31.3M
|
+$363K
|
+13,269
|
+1%
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$31.3M
|
+$11.3M
|
+414,342
|
+58%
|
|
