|
1
|
Creative Planning
Overland Park,
Kansas
|
$540M
|
+$18.7M
|
+419,403
|
+4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$196M
|
+$153M
|
+3,417,960
|
+322%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$167M
|
+$56.3M
|
+1,258,685
|
+49%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$110M
|
+$112M
|
+2,512,252
|
New
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$105M
|
+$3.92M
|
+87,681
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$98.4M
|
-$706K
|
-15,789
|
-0.7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$87.2M
|
+$4.8M
|
+107,356
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.7M
|
-$20.6M
|
-461,101
|
-19%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$84.4M
|
+$19.9M
|
+445,507
|
+30%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.3M
|
+$8.26M
|
+184,775
|
+11%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$82.8M
|
+$3.67M
|
+82,092
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$78.6M
|
+$6.24M
|
+139,628
|
+8%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$70.9M
|
-$9.25M
|
-206,892
|
-11%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$70.8M
|
+$4.95M
|
+110,646
|
+7%
|
|
|
15
|
|
$67.7M
|
+$69.1M
|
+1,545,446
|
New
|
|
|
16
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$61.2M
|
-$774K
|
-17,305
|
-1%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$59.4M
|
-$3.75M
|
-83,897
|
-6%
|
|
|
18
|
|
$57.9M
|
-$1.58M
|
-35,286
|
-3%
|
|
|
19
|
Grimes & Company
Westborough,
Massachusetts
|
$52M
|
+$4.03M
|
+90,237
|
+8%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$48.8M
|
+$49.8M
|
+1,113,624
|
New
|
|
|
21
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$45.4M
|
+$29.9M
|
+669,448
|
+183%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$43.2M
|
+$6.67M
|
+149,141
|
+18%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$41.2M
|
+$2.74M
|
+61,304
|
+7%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.5M
|
–
|
–
|
–
|
|
|
25
|
KWB Wealth
Redlands,
California
|
$37.2M
|
+$4.92M
|
+110,044
|
+15%
|
|
