|
1
|
Charles Schwab
San Francisco,
California
|
$1.42B
|
-$35.6M
|
-1,074,571
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.26B
|
+$111M
|
+3,353,932
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$314M
|
-$17.2M
|
-518,441
|
-5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$224M
|
-$3.41M
|
-102,921
|
-1%
|
|
|
5
|
|
$180M
|
+$20.4M
|
+616,000
|
+13%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$169M
|
+$7.18M
|
+216,822
|
+4%
|
|
|
7
|
Jefferies Financial Group
New York
|
$168M
|
+$153M
|
+4,630,273
|
+926%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$159M
|
+$49.6M
|
+1,498,890
|
+45%
|
|
|
9
|
|
$139M
|
+$51.1M
|
+1,543,500
|
+57%
|
|
|
10
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$136M
|
+$138M
|
+4,160,759
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$133M
|
-$32.3M
|
-976,629
|
-19%
|
|
|
12
|
Point72 Asset Management
Stamford,
Connecticut
|
$133M
|
+$3.31M
|
+100,000
|
+3%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$128M
|
+$113M
|
+3,425,082
|
+726%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$126M
|
+$7.56M
|
+228,359
|
+6%
|
|
|
15
|
Castleark Management
Chicago,
Illinois
|
$123M
|
+$124M
|
+3,757,660
|
New
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$111M
|
+$8.3M
|
+250,659
|
+8%
|
|
|
17
|
True Link Financial Advisors
San Francisco,
California
|
$105M
|
+$29.5M
|
+891,252
|
+39%
|
|
|
18
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$105M
|
+$7.88M
|
+238,037
|
+8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$94.5M
|
+$5.88M
|
+177,554
|
+7%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$90.9M
|
+$57M
|
+1,722,266
|
+163%
|
|
|
21
|
Eastern Bank
Boston,
Massachusetts
|
$62.9M
|
-$2.83M
|
-85,529
|
-4%
|
|
|
22
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$59.5M
|
-$3.38M
|
-102,094
|
-5%
|
|
|
23
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$54.2M
|
-$24.8M
|
-750,000
|
-31%
|
|
|
24
|
McMill Wealth Management
Norfolk,
Nebraska
|
$50.5M
|
+$51M
|
+1,541,549
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$50M
|
+$1.92M
|
+58,036
|
+4%
|
|
