|
1
|
Creative Planning
Overland Park,
Kansas
|
$893M
|
-$22.5M
|
-573,801
|
-2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$732M
|
-$2.52M
|
-64,145
|
-0.3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$422M
|
+$24.3M
|
+620,049
|
+6%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$258M
|
+$3.18M
|
+80,992
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$250M
|
+$18.1M
|
+461,936
|
+8%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$239M
|
+$9.88M
|
+252,016
|
+4%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$210M
|
-$9.27M
|
-236,501
|
-4%
|
|
|
8
|
|
$201M
|
+$57.9M
|
+1,476,162
|
+41%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$199M
|
+$1.31M
|
+33,522
|
+0.7%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$176M
|
-$754K
|
-19,216
|
-0.4%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$129M
|
+$5.73M
|
+146,140
|
+5%
|
|
|
12
|
|
$109M
|
+$21.4M
|
+545,724
|
+25%
|
|
|
13
|
Bank of New York Mellon
New York
|
$99.6M
|
-$6.5M
|
-165,783
|
-6%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$97.2M
|
+$5.99M
|
+152,716
|
+7%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$92.9M
|
+$8.53M
|
+217,438
|
+10%
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$84.1M
|
+$9.48M
|
+241,756
|
+13%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$83.7M
|
+$10.4M
|
+265,250
|
+14%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$83.4M
|
+$5.05M
|
+128,876
|
+6%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77M
|
+$6.05M
|
+154,353
|
+9%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$75M
|
-$1.71M
|
-43,482
|
-2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$71.3M
|
+$7.04M
|
+179,414
|
+11%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$68.4M
|
+$3.78M
|
+96,364
|
+6%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$66.7M
|
-$2.92M
|
-74,499
|
-4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$62.7M
|
-$1.42M
|
-36,092
|
-2%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$61.3M
|
+$4.25M
|
+108,420
|
+7%
|
|
