|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.03B
|
-$15.5M
|
-328,600
|
-1%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$796M
|
-$16.8M
|
-357,943
|
-2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$743M
|
+$125M
|
+2,653,013
|
+20%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$730M
|
+$82.8M
|
+1,758,866
|
+13%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$438M
|
+$4.43M
|
+94,029
|
+1%
|
|
|
6
|
|
$328M
|
+$29.3M
|
+622,595
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$252M
|
-$74M
|
-1,572,736
|
-23%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$215M
|
-$5.16M
|
-109,542
|
-2%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$207M
|
+$39.1M
|
+830,465
|
+23%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$193M
|
-$14.2M
|
-301,533
|
-7%
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$188M
|
-$6.92M
|
-146,918
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$181M
|
+$73.7M
|
+1,565,830
|
+68%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164M
|
+$260K
|
+5,527
|
+0.2%
|
|
|
14
|
3EDGE Asset Management
Naples,
Florida
|
$152M
|
+$849K
|
+18,037
|
+0.6%
|
|
|
15
|
|
$130M
|
+$4M
|
+84,982
|
+3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$123M
|
+$42M
|
+893,023
|
+52%
|
|
|
17
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$123M
|
-$5.47M
|
-116,230
|
-4%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$114M
|
+$8.22M
|
+174,521
|
+8%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$103M
|
+$6.13M
|
+130,182
|
+6%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$101M
|
+$2.76M
|
+58,577
|
+3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$92.1M
|
+$8.08M
|
+171,717
|
+10%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$90.9M
|
+$4.29M
|
+91,088
|
+5%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$88.8M
|
+$15.3M
|
+325,280
|
+21%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$87.6M
|
+$5.26M
|
+111,637
|
+6%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$84.8M
|
+$6.17M
|
+131,079
|
+8%
|
|
