|
1
|
Charles Schwab
San Francisco,
California
|
$1.5B
|
+$39.6M
|
+1,191,162
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.18B
|
+$83.7M
|
+2,519,120
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$341M
|
+$42.6M
|
+1,280,831
|
+15%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$234M
|
-$7.22M
|
-217,299
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$170M
|
-$28.9M
|
-869,300
|
-15%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$167M
|
+$2.11M
|
+63,599
|
+1%
|
|
|
7
|
|
$165M
|
+$19.6M
|
+591,197
|
+14%
|
|
|
8
|
Point72 Asset Management
Stamford,
Connecticut
|
$133M
|
+$6.65M
|
+200,000
|
+5%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$122M
|
+$10.1M
|
+304,321
|
+9%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$113M
|
+$2.74M
|
+82,309
|
+3%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$105M
|
+$6.35M
|
+191,045
|
+7%
|
|
|
12
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$99.6M
|
+$4.55M
|
+136,802
|
+5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$91.2M
|
+$6.65M
|
+200,114
|
+8%
|
|
|
14
|
|
$90.5M
|
+$89.2M
|
+2,684,800
|
New
|
|
|
15
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$81.1M
|
+$11.6M
|
+350,000
|
+17%
|
|
|
16
|
True Link Financial Advisors
San Francisco,
California
|
$78M
|
+$21.4M
|
+644,542
|
+39%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$67.6M
|
+$29.9K
|
+900
|
+0%
|
|
|
18
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$64.7M
|
+$77.7K
|
+2,338
|
+0.1%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
+$1.11M
|
+33,287
|
+2%
|
|
|
20
|
|
$49.8M
|
+$29.1M
|
+875,985
|
+146%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$49.5M
|
-$1.62M
|
-48,886
|
-3%
|
|
|
22
|
Zurich Insurance Group
Zurich,
Switzerland
|
$47.3M
|
–
|
–
|
–
|
|
|
23
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$46.3M
|
+$4.67M
|
+140,405
|
+11%
|
|
|
24
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$44.8M
|
+$1.52M
|
+45,848
|
+4%
|
|
|
25
|
Dodds Wealth
Greenwood Village,
Colorado
|
$44.6M
|
+$1.08M
|
+32,562
|
+2%
|
|
