|
1
|
Creative Planning
Overland Park,
Kansas
|
$684M
|
+$36.7M
|
+910,638
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$282M
|
+$34.9M
|
+865,871
|
+13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$180M
|
+$28.1M
|
+697,827
|
+18%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$143M
|
+$69.9M
|
+1,735,765
|
+89%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$143M
|
+$31.5M
|
+782,542
|
+27%
|
|
|
6
|
Horizon Investments
Charlotte,
North Carolina
|
$122M
|
+$127M
|
+3,147,724
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$107M
|
+$29.7M
|
+736,329
|
+36%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.6M
|
+$40.2M
|
+997,120
|
+73%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$87.3M
|
+$9.02M
|
+223,885
|
+11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$86.1M
|
+$12.9M
|
+319,224
|
+17%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$74.8M
|
+$47.7M
|
+1,184,438
|
+157%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$65.2M
|
-$1.98M
|
-49,103
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$63.6M
|
+$18.5M
|
+458,577
|
+39%
|
|
|
14
|
|
$62.9M
|
+$1.47M
|
+36,542
|
+2%
|
|
|
15
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$62.7M
|
+$2.52M
|
+62,431
|
+4%
|
|
|
16
|
PFS Investments
Duluth,
Georgia
|
$53.6M
|
+$55.6M
|
+1,380,712
|
+19,585%
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$48.7M
|
+$10.1M
|
+250,890
|
+25%
|
|
|
18
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$46.6M
|
+$23.5M
|
+583,466
|
+94%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$42.9M
|
+$26.6M
|
+659,585
|
+146%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$42.7M
|
-$15.3M
|
-380,108
|
-26%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$42M
|
-$1.68M
|
-41,585
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.5M
|
+$14.7M
|
+365,486
|
+50%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$38.7M
|
+$3.88M
|
+96,424
|
+11%
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$36.4M
|
+$31.9M
|
+790,768
|
+523%
|
|
|
25
|
KWB Wealth
Redlands,
California
|
$32.4M
|
-$122K
|
-3,018
|
-0.4%
|
|
