|
1
|
Creative Planning
Overland Park,
Kansas
|
$978M
|
+$8.43M
|
+208,911
|
+0.9%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$768M
|
-$25.7M
|
-638,107
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$498M
|
+$38.2M
|
+947,233
|
+9%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$467M
|
+$434M
|
+10,750,340
|
+6,487%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$286M
|
+$4.9M
|
+121,550
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$277M
|
+$4.94M
|
+122,532
|
+2%
|
|
|
7
|
|
$232M
|
+$12.9M
|
+320,164
|
+6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
+$11.3M
|
+279,126
|
+6%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$212M
|
-$44.8M
|
-1,111,143
|
-18%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$184M
|
-$6.57M
|
-162,736
|
-4%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$159M
|
-$64.8M
|
-1,605,569
|
-30%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$144M
|
+$4.29M
|
+106,226
|
+3%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$136M
|
+$97.1M
|
+2,405,474
|
+310%
|
|
|
14
|
|
$114M
|
-$3.85M
|
-95,494
|
-3%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$107M
|
+$14.9M
|
+368,913
|
+17%
|
|
|
16
|
Bank of New York Mellon
New York
|
$106M
|
-$2.09M
|
-51,679
|
-2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$96.8M
|
+$5.89M
|
+145,935
|
+7%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$93.6M
|
+$9.47M
|
+234,635
|
+12%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$92.1M
|
+$1.1M
|
+27,339
|
+1%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$84.8M
|
-$19.5M
|
-482,492
|
-20%
|
|
|
21
|
|
$78M
|
+$40.8M
|
+1,011,871
|
+125%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$77.3M
|
-$144K
|
-3,579
|
-0.2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$71.3M
|
-$2.76M
|
-68,460
|
-4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$71.2M
|
+$4.39M
|
+108,900
|
+7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$66.7M
|
-$1.22M
|
-30,253
|
-2%
|
|
