|
1
|
Creative Planning
Overland Park,
Kansas
|
$943M
|
+$194M
|
+7,403,516
|
+28%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$368M
|
+$295M
|
+11,277,084
|
+555%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$275M
|
+$50.1M
|
+1,913,455
|
+24%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$160M
|
+$96.2M
|
+3,674,629
|
+173%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$156M
|
+$148M
|
+5,650,860
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
+$72.7M
|
+2,776,884
|
+128%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$134M
|
-$10.6M
|
-404,535
|
-8%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$125M
|
-$18.9M
|
-723,833
|
-14%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$122M
|
+$90.7M
|
+3,467,015
|
+369%
|
|
|
10
|
|
$109M
|
+$90.4M
|
+3,452,944
|
+677%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$93M
|
-$7.92M
|
-302,826
|
-8%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$87M
|
+$44.4M
|
+1,697,743
|
+117%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$79.3M
|
-$4.34M
|
-166,011
|
-5%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$79M
|
-$15.9M
|
-607,693
|
-18%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$77.5M
|
+$1.18M
|
+45,221
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$68.8M
|
+$2.57M
|
+98,357
|
+4%
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$57.7M
|
+$85.2K
|
+3,255
|
+0.2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$57M
|
+$15.2M
|
+579,457
|
+39%
|
|
|
19
|
Grimes & Company
Westborough,
Massachusetts
|
$51.8M
|
+$45.3M
|
+1,729,941
|
+1,194%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$47.3M
|
+$10.8M
|
+413,117
|
+32%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$43.5M
|
-$1.67M
|
-63,799
|
-4%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41.6M
|
+$737K
|
+28,175
|
+2%
|
|
|
23
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$35.6M
|
+$2.25M
|
+86,072
|
+7%
|
|
|
24
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$34.7M
|
-$693K
|
-26,494
|
-2%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$34.2M
|
+$1.2M
|
+45,897
|
+4%
|
|
