|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.89B
|
-$19M
|
-874,110
|
-1%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$1.4B
|
+$410M
|
+18,825,870
|
+44%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$838M
|
-$11.5M
|
-529,095
|
-1%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$722M
|
+$2.82M
|
+129,345
|
+0.4%
|
|
|
5
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$579M
|
+$1.15B
|
+52,835,475
|
+220%
|
|
|
6
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$567M
|
-$1.6M
|
-73,509
|
-0.3%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$439M
|
+$37.8M
|
+1,735,077
|
+10%
|
|
|
8
|
|
$422M
|
+$37.1M
|
+1,703,574
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$405M
|
-$13.3M
|
-609,702
|
-3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$382M
|
-$70.8M
|
-3,250,005
|
-16%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$350M
|
-$21.7M
|
-996,990
|
-6%
|
|
|
12
|
Campbell Wealth Management
Alexandria,
Virginia
|
$347M
|
+$334M
|
+15,327,969
|
New
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$314M
|
+$600M
|
+27,539,049
|
+194%
|
|
|
14
|
Diversified
Wilmington,
Delaware
|
$269M
|
+$4.07M
|
+186,696
|
+2%
|
|
|
15
|
Diversified Enterprises
Wilmington,
Delaware
|
$269M
|
+$259M
|
+11,900,223
|
New
|
|
|
16
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$261M
|
-$8.49M
|
-389,799
|
-3%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$249M
|
+$1.9M
|
+87,309
|
+0.8%
|
|
|
18
|
Janus Henderson Group
London,
|
$228M
|
+$2.01M
|
+92,256
|
+0.9%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$226M
|
+$7.28M
|
+334,149
|
+3%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$226M
|
-$3.17M
|
-145,680
|
-1%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$218M
|
+$1.01M
|
+46,461
|
+0.5%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$213M
|
+$1.5M
|
+68,616
|
+0.7%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$191M
|
-$1.91M
|
-87,819
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$153M
|
+$3.54M
|
+162,474
|
+2%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$145M
|
-$10.4M
|
-477,954
|
-7%
|
|
