|
1
|
Creative Planning
Overland Park,
Kansas
|
$733M
|
+$122M
|
+3,375,053
|
+19%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$292M
|
+$40M
|
+1,108,635
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$154M
|
-$9.09M
|
-251,621
|
-5%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$150M
|
+$22.2M
|
+614,485
|
+17%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$102M
|
+$24.4M
|
+676,119
|
+30%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$91M
|
-$5.8M
|
-160,647
|
-6%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$78.5M
|
-$51.8M
|
-1,434,728
|
-39%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.4M
|
-$5.21M
|
-144,276
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$69.6M
|
-$8.23M
|
-227,982
|
-10%
|
|
|
10
|
Tidal Investments
Milwaukee,
Wisconsin
|
$65.4M
|
+$67.9M
|
+1,880,078
|
New
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$64.7M
|
-$46.4M
|
-1,285,691
|
-41%
|
|
|
12
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$58.4M
|
+$2.14M
|
+59,154
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$54.8M
|
-$3.95M
|
-109,355
|
-6%
|
|
|
14
|
|
$51M
|
-$5.87M
|
-162,605
|
-10%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$45M
|
+$1.24M
|
+34,317
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$44.1M
|
-$13.7M
|
-379,781
|
-23%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$43.3M
|
-$25M
|
-691,414
|
-36%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$41.4M
|
+$2.85M
|
+78,849
|
+7%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$38.5M
|
+$67.1K
|
+1,858
|
+0.2%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$38M
|
-$4.01M
|
-111,182
|
-9%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$35.9M
|
+$1.16M
|
+32,130
|
+3%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$34.4M
|
-$3.53M
|
-97,839
|
-9%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$32M
|
-$6.07M
|
-168,007
|
-15%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$30.2M
|
-$18.8M
|
-520,057
|
-37%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$28.8M
|
+$11.5M
|
+318,241
|
+62%
|
|
