|
1
|
Creative Planning
Overland Park,
Kansas
|
$764M
|
+$29.4M
|
+908,280
|
+4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$430M
|
+$115M
|
+3,537,273
|
+37%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$227M
|
+$73.1M
|
+2,257,452
|
+49%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$200M
|
+$25.5M
|
+787,970
|
+15%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$131M
|
+$23.5M
|
+725,123
|
+22%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.3M
|
+$11.4M
|
+351,784
|
+14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$92.1M
|
+$8.32M
|
+256,849
|
+10%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$67.8M
|
+$1.19M
|
+36,796
|
+2%
|
|
|
9
|
Hamilton Capital
Columbus,
Ohio
|
$60.3M
|
+$59.2M
|
+1,828,490
|
New
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$58.9M
|
+$12.7M
|
+392,762
|
+28%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$58.3M
|
-$9.83M
|
-303,350
|
-15%
|
|
|
12
|
Horizon Investments
Charlotte,
North Carolina
|
$57.3M
|
+$13.4M
|
+412,208
|
+31%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$56.6M
|
+$55.6M
|
+1,715,864
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$55.6M
|
+$4.15M
|
+128,225
|
+8%
|
|
|
15
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$54.4M
|
+$593K
|
+18,295
|
+1%
|
|
|
16
|
|
$53.1M
|
+$6.41M
|
+197,903
|
+14%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$52.1M
|
-$738K
|
-22,795
|
-1%
|
|
|
18
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$46.6M
|
+$26.7M
|
+822,910
|
+140%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$42.9M
|
+$310K
|
+9,573
|
+0.7%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$41.9M
|
-$176K
|
-5,430
|
-0.4%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$41.1M
|
+$16.1M
|
+495,761
|
+66%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$41.1M
|
-$1.06M
|
-32,743
|
-3%
|
|
|
23
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$38.3M
|
-$11M
|
-340,995
|
-23%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$36.7M
|
-$456K
|
-14,078
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.9M
|
+$126K
|
+3,880
|
+0.4%
|
|
