|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.05B
|
-$22.8M
|
-513,825
|
-2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$813M
|
-$26.6M
|
-598,730
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$647M
|
+$96.7M
|
+2,174,497
|
+19%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$619M
|
+$102M
|
+2,305,354
|
+21%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$434M
|
+$114M
|
+2,572,333
|
+38%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$325M
|
+$20.6M
|
+462,591
|
+7%
|
|
|
7
|
|
$298M
|
+$42M
|
+945,482
|
+17%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$220M
|
-$11M
|
-246,672
|
-5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$207M
|
-$40.4M
|
-908,388
|
-17%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$195M
|
-$5.42M
|
-121,930
|
-3%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$168M
|
-$5.67M
|
-127,487
|
-3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164M
|
+$5.49M
|
+123,404
|
+4%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$151M
|
+$2.36M
|
+53,100
|
+2%
|
|
|
14
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$128M
|
+$122M
|
+2,741,148
|
New
|
|
|
15
|
|
$126M
|
+$802K
|
+18,041
|
+0.7%
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$120M
|
+$2.98M
|
+67,097
|
+3%
|
|
|
17
|
Bank of New York Mellon
New York
|
$108M
|
-$7.27M
|
-163,448
|
-7%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$36M
|
+809,020
|
+54%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106M
|
+$3.26M
|
+73,219
|
+3%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$98.5M
|
+$5.3M
|
+119,195
|
+6%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$97.4M
|
-$3.31M
|
-74,541
|
-3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$86.6M
|
+$1.9M
|
+42,760
|
+2%
|
|
|
23
|
|
$85M
|
+$36.6M
|
+822,327
|
+83%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$84.1M
|
+$5.69M
|
+127,953
|
+8%
|
|
|
25
|
|
$82.4M
|
-$2.83M
|
-63,666
|
-3%
|
|
