|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$402M
|
-$26.1M
|
-609,283
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$249M
|
+$9.82M
|
+229,221
|
+4%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$232M
|
+$4.35M
|
+101,448
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$222M
|
+$3.22M
|
+75,048
|
+1%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$136M
|
-$75.6M
|
-1,764,336
|
-36%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$133M
|
-$43.6K
|
-1,017
|
-0%
|
|
|
7
|
Grimes & Company
Westborough,
Massachusetts
|
$76.7M
|
+$2.07M
|
+48,210
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$67.1M
|
+$3.01M
|
+70,362
|
+5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$64.7M
|
+$13.9M
|
+323,695
|
+27%
|
|
|
10
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$62.5M
|
-$2.75M
|
-64,200
|
-4%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$57.7M
|
+$9.74M
|
+227,286
|
+20%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$57.7M
|
+$516K
|
+12,048
|
+0.9%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.9M
|
+$2.65M
|
+61,956
|
+5%
|
|
|
14
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$56M
|
+$3.14M
|
+73,307
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.1M
|
-$6.08M
|
-141,975
|
-12%
|
|
|
16
|
Waller Financial Planning Group
Columbus,
Ohio
|
$36.1M
|
+$1.06M
|
+24,805
|
+3%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$34.5M
|
+$5.65M
|
+131,890
|
+19%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$34.2M
|
+$6.92M
|
+161,422
|
+25%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$33.8M
|
+$2.49M
|
+58,176
|
+8%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$33.6M
|
-$578K
|
-13,488
|
-2%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$32.1M
|
+$2.05M
|
+47,917
|
+7%
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$29.4M
|
+$2.11M
|
+49,331
|
+8%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$26M
|
-$3.65M
|
-85,298
|
-12%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$23.5M
|
+$1.7M
|
+39,605
|
+8%
|
|
|
25
|
Tidal Investments
Milwaukee,
Wisconsin
|
$21.1M
|
-$5.88M
|
-137,192
|
-22%
|
|
