|
1
|
Creative Planning
Overland Park,
Kansas
|
$640M
|
+$714M
|
+24,935,058
|
+1,389%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$192M
|
-$100M
|
-3,502,691
|
-30%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$126M
|
+$39.4M
|
+1,374,984
|
+35%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$126M
|
+$26.6M
|
+929,959
|
+22%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$87.8M
|
+$18.4M
|
+641,643
|
+21%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$83M
|
+$68.1M
|
+2,379,591
|
+218%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$72.7M
|
-$6.93M
|
-242,217
|
-7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$66.1M
|
-$22.3M
|
-779,715
|
-22%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$57.3M
|
+$29.8M
|
+1,041,891
|
+77%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.8M
|
-$32.1M
|
-1,122,926
|
-34%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$51.4M
|
+$7.02M
|
+245,250
|
+14%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$50.8M
|
+$52.1M
|
+1,819,602
|
+602%
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$48.7M
|
-$127M
|
-4,422,168
|
-69%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$46.4M
|
+$55.5M
|
+1,938,299
|
New
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$37.5M
|
+$8.72M
|
+304,833
|
+25%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.4M
|
-$1.74M
|
-60,970
|
-4%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$34.8M
|
+$4.14M
|
+144,792
|
+11%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.5M
|
+$42.4M
|
+1,483,219
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$31.1M
|
+$14.9M
|
+521,842
|
+67%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$30.7M
|
-$890K
|
-31,081
|
-2%
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$28.8M
|
+$4.65M
|
+162,499
|
+16%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$28.8M
|
+$3.32M
|
+116,160
|
+11%
|
|
|
23
|
PFS Investments
Duluth,
Georgia
|
$22.5M
|
-$91.5M
|
-3,197,661
|
-77%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
+$6.1M
|
+213,188
|
+30%
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$22M
|
+$3.3M
|
+115,444
|
+14%
|
|
