|
1
|
Creative Planning
Overland Park,
Kansas
|
$638M
|
-$12.6M
|
-401,142
|
-2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$558M
|
-$28.2M
|
-895,753
|
-5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$349M
|
+$9.57M
|
+303,891
|
+3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$217M
|
+$96.6M
|
+3,065,021
|
+89%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$124M
|
-$1.7M
|
-54,014
|
-1%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$117M
|
-$6.09M
|
-193,220
|
-5%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$75.5M
|
-$491K
|
-15,576
|
-0.7%
|
|
|
8
|
Rakuten Investment Management
Tokyo,
Japan
|
$74.6M
|
+$70.7M
|
+2,245,603
|
New
|
|
|
9
|
|
$70.8M
|
-$329K
|
-10,428
|
-0.5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$69.9M
|
-$622K
|
-19,751
|
-0.9%
|
|
|
11
|
Rebalance
Palo Alto,
California
|
$69.3M
|
+$2.49M
|
+78,925
|
+4%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$65.7M
|
+$579K
|
+18,372
|
+0.9%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$63.2M
|
-$420K
|
-13,334
|
-0.7%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$61.5M
|
+$2.35M
|
+74,487
|
+4%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
$54.3M
|
+$5.39M
|
+170,974
|
+12%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$53.6M
|
-$894K
|
-28,370
|
-2%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$52.4M
|
+$3.35M
|
+106,378
|
+7%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$51.4M
|
+$336K
|
+10,650
|
+0.7%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$50.4M
|
-$3.74M
|
-118,589
|
-7%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$49.2M
|
+$42.8M
|
+1,357,652
|
+1,165%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$49.1M
|
+$3.57M
|
+113,345
|
+8%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$47.9M
|
+$896K
|
+28,425
|
+2%
|
|
|
23
|
|
$47.3M
|
+$5.07M
|
+160,961
|
+13%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$84.3K
|
+2,677
|
+0.2%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$42.8M
|
+$2.5M
|
+79,274
|
+7%
|
|
