|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$442M
|
+$16.6M
|
+382,216
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$247M
|
+$31.5M
|
+724,463
|
+15%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$235M
|
-$7.71M
|
-177,582
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$226M
|
+$4.88M
|
+112,431
|
+2%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$218M
|
+$64.4M
|
+1,481,821
|
+43%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$137M
|
+$10.4K
|
+240
|
+0%
|
|
|
7
|
Grimes & Company
Westborough,
Massachusetts
|
$77M
|
+$2.07M
|
+47,583
|
+3%
|
|
|
8
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$67.3M
|
-$4.65M
|
-107,036
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$66.1M
|
+$3.24M
|
+74,586
|
+5%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$58.9M
|
-$69.2K
|
-1,593
|
-0.1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.9M
|
-$12M
|
-276,688
|
-18%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$54.5M
|
+$2.88M
|
+66,313
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.7M
|
-$32.4M
|
-745,847
|
-38%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$52.6M
|
-$5.73M
|
-131,997
|
-10%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$49.5M
|
-$5.71M
|
-131,526
|
-10%
|
|
|
16
|
Waller Financial Planning Group
Columbus,
Ohio
|
$36.1M
|
+$782K
|
+17,992
|
+2%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$35.3M
|
+$675K
|
+15,533
|
+2%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$32.3M
|
+$1.17M
|
+27,020
|
+4%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$31M
|
-$1.03M
|
-23,743
|
-3%
|
|
|
20
|
Morningstar Investment Services
Chicago,
Illinois
|
$30.1M
|
+$4.08M
|
+93,946
|
+16%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$29.8M
|
+$235K
|
+5,413
|
+0.8%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$28.2M
|
+$4.74M
|
+109,185
|
+21%
|
|
|
23
|
Tidal Investments
Milwaukee,
Wisconsin
|
$27.8M
|
-$6.98M
|
-160,631
|
-20%
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$27.6M
|
+$1M
|
+23,121
|
+4%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.4M
|
-$233K
|
-5,366
|
-1%
|
|
