|
1
|
Creative Planning
Overland Park,
Kansas
|
$6.84B
|
+$296M
|
+4,607,251
|
+5%
|
|
|
2
|
|
$1.27B
|
-$85.8M
|
-1,333,524
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$909M
|
+$38.8M
|
+603,835
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$585M
|
+$433M
|
+6,727,602
|
+348%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$480M
|
-$7.45M
|
-115,834
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$303M
|
+$21.9M
|
+340,186
|
+8%
|
|
|
7
|
|
$263M
|
+$6.17M
|
+95,830
|
+3%
|
|
|
8
|
|
$189M
|
-$1.3M
|
-20,206
|
-0.7%
|
|
|
9
|
Facet Wealth Inc
Baltimore,
Maryland
|
$178M
|
+$3.36M
|
+52,197
|
+2%
|
|
|
10
|
First Command Advisory Services
Fort Worth,
Texas
|
$138M
|
+$13.6M
|
+211,146
|
+12%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$130M
|
-$1.94M
|
-30,212
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$116M
|
-$137M
|
-2,123,598
|
-55%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$111M
|
-$22.4M
|
-348,795
|
-17%
|
|
|
14
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$106M
|
+$32.9M
|
+510,671
|
+48%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$104M
|
+$11.8M
|
+184,045
|
+14%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$103M
|
+$4.78M
|
+74,251
|
+5%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$101M
|
+$3.74M
|
+58,171
|
+4%
|
|
|
18
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$95.9M
|
-$9.19M
|
-142,897
|
-9%
|
|
|
19
|
Hancock Prospecting
West Perth,
Australia
|
$95.3M
|
–
|
–
|
–
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$87.5M
|
+$29.3M
|
+455,777
|
+54%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$83.1M
|
+$3.11M
|
+48,386
|
+4%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$82.7M
|
+$11.3M
|
+174,886
|
+17%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$82.2M
|
-$5M
|
-77,650
|
-6%
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$74.9M
|
-$526K
|
-8,168
|
-0.7%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71M
|
+$11.9M
|
+185,426
|
+21%
|
|
