|
1
|
Creative Planning
Overland Park,
Kansas
|
$589M
|
-$15.6M
|
-551,684
|
-3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$531M
|
-$15.6M
|
-552,145
|
-3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$306M
|
+$8.11M
|
+286,430
|
+3%
|
|
|
4
|
SageView Advisory Group
Newport Beach,
California
|
$116M
|
+$5.05M
|
+178,191
|
+5%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$111M
|
+$48.6M
|
+1,715,694
|
+87%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$104M
|
-$5.89M
|
-208,046
|
-6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68.7M
|
-$1.74M
|
-61,486
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.6M
|
-$36.4K
|
-1,287
|
-0.1%
|
|
|
9
|
|
$64.3M
|
+$3.63M
|
+128,274
|
+6%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$63.7M
|
+$30.4K
|
+1,074
|
+0.1%
|
|
|
11
|
Rebalance
Palo Alto,
California
|
$60.2M
|
-$3.55M
|
-125,546
|
-6%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$58.8M
|
+$2.29M
|
+80,949
|
+4%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$57.5M
|
+$489K
|
+17,274
|
+0.9%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$53.3M
|
+$2.15M
|
+75,914
|
+4%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$49.2M
|
+$1.15M
|
+40,689
|
+3%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$49.1M
|
-$3.18M
|
-112,172
|
-6%
|
|
|
17
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$46.1M
|
+$190K
|
+6,722
|
+0.4%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$44.1M
|
+$13.3M
|
+471,139
|
+47%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$43.3M
|
+$924K
|
+32,625
|
+2%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$42.4M
|
-$84.2K
|
-2,975
|
-0.2%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$40.8M
|
+$6.16M
|
+217,522
|
+19%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$40M
|
-$393K
|
-13,869
|
-1%
|
|
|
23
|
Cooper/Haims Advisors
Victor,
New York
|
$38.2M
|
+$745K
|
+26,312
|
+2%
|
|
|
24
|
|
$37.9M
|
+$12M
|
+425,331
|
+51%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$36.5M
|
+$730K
|
+25,791
|
+2%
|
|
