|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$635M
|
+$135M
|
+3,617,472
|
+27%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$400M
|
+$75.8M
|
+2,024,240
|
+23%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$195M
|
+$4.04M
|
+107,882
|
+2%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$156M
|
-$67.2M
|
-1,793,001
|
-30%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$123M
|
+$2.21M
|
+58,883
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$20M
|
+533,223
|
+24%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$60.7M
|
-$291K
|
-7,767
|
-0.5%
|
|
|
8
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$56.1M
|
+$56.8M
|
+1,517,670
|
New
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$55.4M
|
+$6.08M
|
+162,319
|
+12%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$53.1M
|
+$4.94M
|
+131,792
|
+10%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$48.1M
|
+$24.9M
|
+665,596
|
+105%
|
|
|
12
|
Stadion Money Management
Watkinsville,
Georgia
|
$47.4M
|
-$2.27M
|
-60,544
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$47.2M
|
+$22.3M
|
+594,888
|
+87%
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$45.9M
|
+$15.4M
|
+410,945
|
+50%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.2M
|
-$688K
|
-18,371
|
-1%
|
|
|
16
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$38.8M
|
-$13.7M
|
-365,176
|
-26%
|
|
|
17
|
Waller Financial Planning Group
Columbus,
Ohio
|
$33.6M
|
+$369K
|
+9,863
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.1M
|
-$53.2M
|
-1,420,951
|
-61%
|
|
|
19
|
Bridgeworth
Birmingham,
Alabama
|
$32.2M
|
+$28.8M
|
+769,071
|
+750%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$31.9M
|
+$774K
|
+20,654
|
+2%
|
|
|
21
|
|
$31.2M
|
+$8.61M
|
+229,841
|
+37%
|
|
|
22
|
Congress Wealth Management
Boston,
Massachusetts
|
$28.8M
|
+$24.7M
|
+658,470
|
+546%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$28.6M
|
+$933K
|
+24,922
|
+3%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$28.6M
|
-$27.3M
|
-729,497
|
-49%
|
|
|
25
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$26.9M
|
+$27.3M
|
+728,726
|
New
|
|
