|
1
|
Creative Planning
Overland Park,
Kansas
|
$887M
|
-$33.2M
|
-944,108
|
-4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$643M
|
+$38.1M
|
+1,082,162
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$324M
|
-$7.45M
|
-211,824
|
-2%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$219M
|
+$3.87M
|
+109,901
|
+2%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$196M
|
+$11M
|
+312,818
|
+6%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$194M
|
+$27.9M
|
+793,811
|
+17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$192M
|
+$10.6M
|
+301,137
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$169M
|
-$2.6M
|
-74,011
|
-2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$107M
|
+$73.6M
|
+2,091,808
|
+238%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$97.6M
|
-$123M
|
-3,488,560
|
-56%
|
|
|
11
|
Stadion Money Management
Watkinsville,
Georgia
|
$89M
|
-$1.22M
|
-34,687
|
-1%
|
|
|
12
|
|
$88M
|
+$26.3M
|
+747,277
|
+44%
|
|
|
13
|
|
$85M
|
+$4.77M
|
+135,440
|
+6%
|
|
|
14
|
Bank of New York Mellon
New York
|
$81.5M
|
-$37.6M
|
-1,068,539
|
-32%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$78.3M
|
-$11.5M
|
-327,132
|
-13%
|
|
|
16
|
|
$72M
|
+$6.98M
|
+198,255
|
+11%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$70.7M
|
-$319K
|
-9,070
|
-0.5%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$64.8M
|
+$6.32M
|
+179,564
|
+11%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$57.7M
|
+$769K
|
+21,850
|
+1%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.6M
|
+$4.14M
|
+117,644
|
+8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$54.9M
|
+$370K
|
+10,502
|
+0.7%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$54.2M
|
-$27.8M
|
-790,185
|
-35%
|
|
|
23
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$51.3M
|
+$785K
|
+22,324
|
+2%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$50M
|
+$4.16M
|
+118,269
|
+9%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$50M
|
+$35.9M
|
+1,019,272
|
+282%
|
|
