|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$692M
|
+$45M
|
+1,152,169
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$477M
|
+$70.1M
|
+1,794,490
|
+17%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$237M
|
+$39.1M
|
+1,001,685
|
+19%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$166M
|
+$7.3M
|
+187,002
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$124M
|
-$1.2M
|
-30,631
|
-0.9%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$103M
|
+$106M
|
+2,717,304
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$80.5M
|
+$10.9M
|
+279,636
|
+15%
|
|
|
8
|
Merit Financial Group
Alpharetta,
Georgia
|
$66.1M
|
+$9.81M
|
+251,183
|
+17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$63.5M
|
+$1.5M
|
+38,325
|
+2%
|
|
|
10
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$59.8M
|
+$2.6M
|
+66,699
|
+4%
|
|
|
11
|
Stadion Money Management
Watkinsville,
Georgia
|
$57.7M
|
+$9.57M
|
+245,236
|
+19%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$57M
|
+$28.5M
|
+730,079
|
+94%
|
|
|
13
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$56.3M
|
+$2.19M
|
+56,218
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.2M
|
+$10.4M
|
+266,902
|
+22%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$47.5M
|
-$56.8M
|
-1,455,553
|
-54%
|
|
|
16
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$47.4M
|
+$585K
|
+14,971
|
+1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$41.2M
|
-$7.36M
|
-188,444
|
-15%
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$39.1M
|
-$527K
|
-13,495
|
-1%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$36.2M
|
+$18.3M
|
+468,188
|
+96%
|
|
|
20
|
Bridgeworth
Birmingham,
Alabama
|
$35.1M
|
+$2.24M
|
+57,303
|
+7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.5M
|
+$871K
|
+22,316
|
+2%
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$33.5M
|
+$1.02M
|
+26,035
|
+3%
|
|
|
23
|
State Street
Boston,
Massachusetts
|
$31.7M
|
+$13.1M
|
+336,260
|
+67%
|
|
|
24
|
Waller Financial Planning Group
Columbus,
Ohio
|
$29.9M
|
-$4.55M
|
-116,613
|
-13%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$29.5M
|
+$242K
|
+6,200
|
+0.8%
|
|
