|
1
|
LPL Financial
San Diego,
California
|
$1.45B
|
+$31.2M
|
+584,644
|
+2%
|
|
|
2
|
|
$1.11B
|
+$8.64M
|
+161,873
|
+0.9%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.08B
|
-$99.8M
|
-1,869,303
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$701M
|
+$439M
|
+8,220,161
|
+209%
|
|
|
5
|
|
$439M
|
+$22.6M
|
+422,470
|
+6%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$380M
|
+$777K
|
+14,550
|
+0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$367M
|
+$111M
|
+2,084,806
|
+49%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$294M
|
-$16.6M
|
-310,690
|
-6%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$290M
|
+$5.93M
|
+111,131
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$252M
|
-$5.4M
|
-101,189
|
-2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$174M
|
+$11.4M
|
+212,635
|
+8%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$160M
|
-$1.41M
|
-26,425
|
-0.9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$143M
|
+$6.94M
|
+130,008
|
+6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$120M
|
+$10.1M
|
+188,566
|
+10%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$120M
|
+$46.7M
|
+874,148
|
+72%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$113M
|
+$2.48M
|
+46,485
|
+2%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$111M
|
+$2.65M
|
+49,667
|
+3%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$102M
|
+$1.01M
|
+19,008
|
+1%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$100M
|
+$848K
|
+15,890
|
+0.9%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.5M
|
+$1.41M
|
+26,435
|
+2%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
$93M
|
-$17M
|
-319,317
|
-17%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$89.6M
|
+$8.14M
|
+152,365
|
+11%
|
|
|
23
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$86.5M
|
+$6.18M
|
+115,805
|
+8%
|
|
|
24
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$79.5M
|
+$2.82M
|
+52,825
|
+4%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$71.5M
|
-$10.6M
|
-197,955
|
-14%
|
|
