|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$526M
|
+$36.1M
|
+858,662
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$337M
|
+$29.8M
|
+709,100
|
+10%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$235M
|
+$4.33M
|
+102,889
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$205M
|
-$17.6M
|
-419,164
|
-8%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$125M
|
-$1.68M
|
-39,854
|
-1%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$117M
|
-$17.3M
|
-410,773
|
-13%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.2M
|
+$9.1M
|
+216,059
|
+10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$68.7M
|
+$2.36M
|
+55,970
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$59.4M
|
+$35.5M
|
+843,992
|
+149%
|
|
|
10
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$59.3M
|
-$1.15M
|
-27,416
|
-2%
|
|
|
11
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$58.8M
|
+$1.38M
|
+32,768
|
+2%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$58.3M
|
+$1.78M
|
+42,363
|
+3%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$55.6M
|
+$9.78M
|
+232,369
|
+21%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$45.6M
|
-$2.84M
|
-67,533
|
-6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.9M
|
+$393K
|
+9,340
|
+0.9%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$43.1M
|
+$4.16M
|
+98,902
|
+11%
|
|
|
17
|
Grimes & Company
Westborough,
Massachusetts
|
$38.9M
|
-$38.9M
|
-923,179
|
-50%
|
|
|
18
|
Waller Financial Planning Group
Columbus,
Ohio
|
$38.4M
|
+$1.87M
|
+44,447
|
+5%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$32.8M
|
+$2.09M
|
+49,692
|
+7%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$32.4M
|
+$30.7M
|
+729,145
|
+1,786%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$30.5M
|
-$1.39M
|
-32,949
|
-4%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$30.1M
|
+$21.3M
|
+505,822
|
+243%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$29.7M
|
-$3.11M
|
-73,864
|
-9%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$27.9M
|
+$1.92M
|
+45,694
|
+8%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$27.9M
|
-$6.55M
|
-155,495
|
-19%
|
|
