|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$521M
|
+$98M
|
+2,205,126
|
+23%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$326M
|
+$64.3M
|
+1,445,889
|
+25%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$245M
|
+$2.25M
|
+50,647
|
+0.9%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$237M
|
+$3.73M
|
+84,023
|
+2%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$142M
|
-$470K
|
-10,581
|
-0.3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$134M
|
-$5.55M
|
-124,786
|
-4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$97.8M
|
+$38M
|
+854,903
|
+64%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$82.6M
|
+$2.16M
|
+48,507
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$70.5M
|
+$116K
|
+2,609
|
+0.2%
|
|
|
10
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$64.2M
|
-$1.36M
|
-30,531
|
-2%
|
|
|
11
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$61M
|
+$2.24M
|
+50,298
|
+4%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$60M
|
-$489K
|
-11,004
|
-0.8%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$51.4M
|
-$16.4M
|
-368,817
|
-24%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$48.6M
|
+$12.4M
|
+277,972
|
+34%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.3M
|
-$1.04M
|
-23,296
|
-2%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$41.4M
|
-$19M
|
-428,473
|
-32%
|
|
|
17
|
Waller Financial Planning Group
Columbus,
Ohio
|
$38.8M
|
+$910K
|
+20,472
|
+2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$36.6M
|
+$705K
|
+15,869
|
+2%
|
|
|
19
|
Congress Wealth Management
Boston,
Massachusetts
|
$34.9M
|
+$34.7M
|
+779,807
|
New
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$33.9M
|
+$227K
|
+5,106
|
+0.7%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$32.6M
|
+$1.83M
|
+41,095
|
+6%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$27.1M
|
+$280K
|
+6,309
|
+1%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$701K
|
+15,773
|
+3%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$23.6M
|
-$11.8M
|
-265,288
|
-33%
|
|
|
25
|
Peterson Wealth Advisors
Orem,
Utah
|
$23.2M
|
+$1.31M
|
+29,491
|
+6%
|
|
