|
1
|
Creative Planning
Overland Park,
Kansas
|
$697M
|
+$90.6M
|
+2,119,778
|
+14%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$267M
|
+$43.3M
|
+1,012,695
|
+19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$165M
|
+$26.2M
|
+611,693
|
+18%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$121M
|
+$13.6M
|
+318,444
|
+12%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$84.6M
|
+$23.9M
|
+559,967
|
+38%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$84.5M
|
+$2.77M
|
+64,709
|
+3%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$81.2M
|
-$6.9M
|
-161,351
|
-8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$79.3M
|
+$1.92M
|
+44,794
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$72M
|
-$1.84M
|
-42,948
|
-2%
|
|
|
10
|
|
$66M
|
+$15.7M
|
+367,693
|
+30%
|
|
|
11
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$64.7M
|
+$1.73M
|
+40,369
|
+3%
|
|
|
12
|
Advisory Alpha
Holland,
Michigan
|
$61.6M
|
+$7.48M
|
+174,961
|
+13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$57M
|
-$7.12M
|
-166,510
|
-11%
|
|
|
14
|
Stadion Money Management
Watkinsville,
Georgia
|
$52.7M
|
+$1.28M
|
+29,910
|
+2%
|
|
|
15
|
|
$51.3M
|
-$79M
|
-1,848,367
|
-60%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$49.3M
|
+$8.48M
|
+198,331
|
+20%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$46.8M
|
+$7.29M
|
+170,533
|
+18%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$42.7M
|
-$4.34M
|
-101,403
|
-9%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$41.9M
|
+$2.85M
|
+66,631
|
+7%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$37.5M
|
+$3.57M
|
+83,425
|
+10%
|
|
|
21
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$35.9M
|
-$10.3M
|
-240,732
|
-22%
|
|
|
22
|
KWB Wealth
Redlands,
California
|
$32.5M
|
+$1.02M
|
+23,838
|
+3%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$31.2M
|
-$6.44M
|
-150,740
|
-17%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.1M
|
-$1.62M
|
-37,932
|
-5%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$29.1M
|
+$1.02M
|
+23,762
|
+4%
|
|
