|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$507M
|
+$61.2M
|
+1,578,082
|
+13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$315M
|
+$29M
|
+748,147
|
+9%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$211M
|
+$11M
|
+283,536
|
+5%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$181M
|
+$6.1M
|
+157,224
|
+3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$112M
|
+$5.68M
|
+146,230
|
+5%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$98.6M
|
-$1.3M
|
-33,544
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.2M
|
+$755K
|
+19,462
|
+0.8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$60.1M
|
+$1.43M
|
+36,781
|
+2%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$53.4M
|
+$6.34M
|
+163,342
|
+12%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$51.9M
|
+$16.2M
|
+418,105
|
+41%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$51.4M
|
+$1.65M
|
+42,563
|
+3%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$50.2M
|
-$127K
|
-3,261
|
-0.2%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$50.1M
|
+$12M
|
+308,705
|
+28%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$50.1M
|
-$678K
|
-17,456
|
-1%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$47.5M
|
+$49.5M
|
+1,276,523
|
+2,873%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$44.5M
|
+$46.8M
|
+1,205,715
|
+3,929%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
+$5.5M
|
+141,650
|
+13%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$42.3M
|
-$9.09M
|
-234,328
|
-17%
|
|
|
19
|
Waller Financial Planning Group
Columbus,
Ohio
|
$32.1M
|
-$736K
|
-18,973
|
-2%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$28.7M
|
+$663K
|
+17,079
|
+2%
|
|
|
21
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$27.9M
|
+$5.92M
|
+152,656
|
+24%
|
|
|
22
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$27.8M
|
+$147K
|
+3,797
|
+0.5%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26.6M
|
+$570K
|
+14,676
|
+2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$24.5M
|
+$706K
|
+18,198
|
+3%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$24M
|
+$357K
|
+9,205
|
+1%
|
|
