|
1
|
Creative Planning
Overland Park,
Kansas
|
$892M
|
+$10.1M
|
+251,900
|
+1%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$716M
|
+$8.27M
|
+205,590
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$387M
|
+$17.8M
|
+442,126
|
+5%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$250M
|
+$7.61M
|
+189,092
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$226M
|
+$25.5M
|
+634,469
|
+12%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$223M
|
+$19.6M
|
+487,824
|
+9%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$213M
|
-$29.4M
|
-731,489
|
-12%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$193M
|
+$12.6M
|
+313,716
|
+7%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$172M
|
+$4.41M
|
+109,678
|
+3%
|
|
|
10
|
|
$139M
|
+$26.7M
|
+662,711
|
+22%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$120M
|
+$880K
|
+21,879
|
+0.7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$29.8M
|
+742,179
|
+34%
|
|
|
13
|
Bank of New York Mellon
New York
|
$103M
|
+$29.8M
|
+740,980
|
+38%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$88.8M
|
+$11M
|
+274,079
|
+13%
|
|
|
15
|
|
$85.2M
|
+$4.66M
|
+115,749
|
+5%
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$82.2M
|
-$454K
|
-11,293
|
-0.5%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$76.3M
|
+$80M
|
+1,989,623
|
New
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$74.8M
|
-$10.6M
|
-264,058
|
-12%
|
|
|
19
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$72.7M
|
+$8.76M
|
+217,862
|
+13%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$71.4M
|
+$18.4M
|
+456,746
|
+33%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.1M
|
+$20.4M
|
+506,282
|
+39%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$67.9M
|
-$951K
|
-23,639
|
-1%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$62.9M
|
+$6.81M
|
+169,300
|
+12%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$62.6M
|
+$4.51M
|
+112,117
|
+7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$62.5M
|
+$286K
|
+7,099
|
+0.4%
|
|
