|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$761M
|
+$34.8M
|
+893,257
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$600M
|
+$35.8M
|
+920,117
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$295M
|
+$197M
|
+5,052,813
|
+172%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$268M
|
+$2.61M
|
+66,985
|
+0.9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$204M
|
+$87.6M
|
+2,248,179
|
+53%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$193M
|
+$4.41M
|
+113,168
|
+2%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$141M
|
+$149M
|
+3,813,042
|
New
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$124M
|
-$558K
|
-14,325
|
-0.4%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$120M
|
+$11.8M
|
+303,605
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.5M
|
+$24.9M
|
+640,591
|
+32%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$84.6M
|
-$861K
|
-22,117
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$81.7M
|
-$65.5K
|
-1,683
|
-0.1%
|
|
|
13
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$73.4M
|
-$349K
|
-8,950
|
-0.4%
|
|
|
14
|
Congress Wealth Management
Boston,
Massachusetts
|
$68.3M
|
+$11.1M
|
+285,572
|
+18%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$67.4M
|
+$315K
|
+8,099
|
+0.4%
|
|
|
16
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$66.4M
|
+$2.43M
|
+62,301
|
+4%
|
|
|
17
|
|
$63.9M
|
-$2.13M
|
-54,579
|
-3%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$53.8M
|
-$1.59M
|
-40,803
|
-3%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$53.4M
|
+$1.5M
|
+38,592
|
+3%
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$52.9M
|
+$1.22M
|
+31,298
|
+2%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.9M
|
+$19.1M
|
+489,434
|
+59%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.5M
|
+$6.43M
|
+165,045
|
+14%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$47.8M
|
-$9.41M
|
-241,571
|
-16%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$44.7M
|
+$18M
|
+461,747
|
+62%
|
|
|
25
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$38.9M
|
+$1.68M
|
+43,248
|
+4%
|
|
