|
1
|
Creative Planning
Overland Park,
Kansas
|
$305M
|
+$327M
|
+9,499,917
|
+773%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$62.3M
|
+$11.2M
|
+325,163
|
+17%
|
|
|
3
|
Horizon Investments
Charlotte,
North Carolina
|
$61.6M
|
-$75.7M
|
-2,202,115
|
-50%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$59.7M
|
+$2.61M
|
+75,848
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$53.9M
|
+$21.8M
|
+634,354
|
+50%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$51.1M
|
+$6.61M
|
+192,181
|
+12%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.8M
|
+$58M
|
+1,685,890
|
New
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$45.6M
|
-$4.7M
|
-136,586
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$39.7M
|
+$23M
|
+667,946
|
+92%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.8M
|
-$300K
|
-8,732
|
-0.6%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$37.7M
|
+$8.68M
|
+252,450
|
+24%
|
|
|
12
|
|
$35.3M
|
-$5.45M
|
-158,551
|
-11%
|
|
|
13
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$33.3M
|
+$4.37M
|
+127,016
|
+12%
|
|
|
14
|
Stadion Money Management
Watkinsville,
Georgia
|
$28.1M
|
-$39.1M
|
-1,137,189
|
-53%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
-$3.24M
|
-94,127
|
-9%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.3M
|
-$1.68M
|
-48,954
|
-5%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$27.2M
|
-$468K
|
-13,610
|
-1%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$27M
|
+$11.9M
|
+347,214
|
+62%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$24M
|
+$2.7M
|
+78,505
|
+11%
|
|
|
20
|
Global Financial Private Capital
Sarasota,
Florida
|
$20.3M
|
+$14.2M
|
+412,387
|
+136%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$19.5M
|
+$1.86M
|
+54,063
|
+9%
|
|
|
22
|
Banco Santander
Madrid,
Spain
|
$18.4M
|
-$913K
|
-26,558
|
-4%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$18.1M
|
+$1.24M
|
+36,134
|
+6%
|
|
|
24
|
CSat Investment Advisory
Detroit,
Michigan
|
$17.7M
|
+$21.3M
|
+620,885
|
New
|
|
|
25
|
Tidal Investments
Milwaukee,
Wisconsin
|
$17.7M
|
+$21.3M
|
+620,885
|
New
|
|
