|
1
|
Creative Planning
Overland Park,
Kansas
|
$889M
|
-$33.8M
|
-906,861
|
-4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$680M
|
+$10.9M
|
+293,318
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$345M
|
+$8.13M
|
+218,418
|
+2%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$236M
|
+$6.39M
|
+171,512
|
+3%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$215M
|
+$12.4M
|
+333,799
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$199M
|
-$462K
|
-12,405
|
-0.2%
|
|
|
7
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$195M
|
-$9M
|
-241,586
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$188M
|
+$12.1M
|
+323,995
|
+7%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$172M
|
+$70M
|
+1,880,671
|
+70%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$112M
|
-$58.1K
|
-1,560
|
-0.1%
|
|
|
11
|
|
$97.3M
|
+$8.72M
|
+234,107
|
+10%
|
|
|
12
|
Bank of New York Mellon
New York
|
$86M
|
+$1.17M
|
+31,453
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$84.7M
|
+$28M
|
+751,252
|
+50%
|
|
|
14
|
|
$77.7M
|
+$2.79M
|
+74,955
|
+4%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$76.2M
|
+$8.61M
|
+231,223
|
+13%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$75.6M
|
+$1.96M
|
+52,683
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$74M
|
-$7.46M
|
-200,392
|
-9%
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
$65.1M
|
-$27.2M
|
-729,966
|
-30%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.3M
|
+$3.31M
|
+88,957
|
+6%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$62.6M
|
+$10.4M
|
+279,775
|
+20%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$59.8M
|
+$8.88M
|
+238,352
|
+18%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$59.5M
|
+$26.8M
|
+719,833
|
+84%
|
|
|
23
|
Great Lakes Advisors
Chicago,
Illinois
|
$59.3M
|
+$8.25M
|
+221,616
|
+16%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$58.2M
|
+$1.05M
|
+28,227
|
+2%
|
|
|
25
|
|
$58.1M
|
-$33.1M
|
-888,106
|
-37%
|
|
