|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$462M
|
-$20.1M
|
-529,768
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$300M
|
+$1.59M
|
+41,897
|
+0.5%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$204M
|
+$4.8M
|
+126,870
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$176M
|
+$4.76M
|
+125,884
|
+3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$111M
|
+$5.78M
|
+152,717
|
+5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.9M
|
-$4.06M
|
-107,194
|
-4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$74.2M
|
+$37.9M
|
+1,002,150
|
+85%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$56.2M
|
-$753K
|
-19,881
|
-1%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$54.1M
|
+$3.94M
|
+104,140
|
+7%
|
|
|
10
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$51.2M
|
+$27.6M
|
+729,458
|
+94%
|
|
|
11
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$48.1M
|
+$743K
|
+19,627
|
+1%
|
|
|
12
|
Stadion Money Management
Watkinsville,
Georgia
|
$45.7M
|
-$52.9M
|
-1,397,113
|
-51%
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$45.5M
|
+$579K
|
+15,296
|
+1%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$45.2M
|
-$2.5M
|
-65,983
|
-5%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$44.4M
|
-$4.69M
|
-123,901
|
-9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.2M
|
+$1.17M
|
+30,878
|
+3%
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$30.7M
|
-$20.5M
|
-540,619
|
-37%
|
|
|
18
|
Waller Financial Planning Group
Columbus,
Ohio
|
$30.6M
|
+$194K
|
+5,134
|
+0.6%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$29.6M
|
-$19.8M
|
-523,561
|
-38%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$28.6M
|
+$1.67M
|
+44,163
|
+6%
|
|
|
21
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$28.3M
|
+$2.04M
|
+53,864
|
+7%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$25.5M
|
+$344K
|
+9,091
|
+1%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.3M
|
-$457K
|
-12,070
|
-2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$23.3M
|
+$79K
|
+2,086
|
+0.3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$23.2M
|
+$10.4M
|
+274,255
|
+67%
|
|
