|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$890M
|
+$18.1M
|
+479,446
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$696M
|
+$9.06M
|
+240,525
|
+1%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$310M
|
+$2.37M
|
+63,007
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$298M
|
-$34.8M
|
-923,190
|
-12%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$260M
|
-$12.9M
|
-343,597
|
-5%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$220M
|
+$22.2K
|
+589
|
+0%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$153M
|
-$7.17M
|
-190,277
|
-5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$150M
|
+$33.7M
|
+894,853
|
+34%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$142M
|
+$3.99M
|
+105,858
|
+3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$141M
|
-$1.38M
|
-36,525
|
-1%
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$117M
|
+$104M
|
+2,771,853
|
New
|
|
|
12
|
|
$106M
|
+$29.8M
|
+790,752
|
+46%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$93M
|
-$346K
|
-9,182
|
-0.4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$92.3M
|
-$3.94M
|
-104,491
|
-5%
|
|
|
15
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$86.6M
|
+$2.43M
|
+64,494
|
+3%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.2M
|
+$27.1M
|
+718,238
|
+54%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$81M
|
+$17.4M
|
+463,027
|
+32%
|
|
|
18
|
Congress Wealth Management
Boston,
Massachusetts
|
$78.4M
|
+$274K
|
+7,277
|
+0.4%
|
|
|
19
|
Merit Financial Group
Alpharetta,
Georgia
|
$77.6M
|
+$486K
|
+12,896
|
+0.7%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$73.7M
|
+$17M
|
+452,380
|
+35%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
$71.1M
|
+$27M
|
+717,647
|
+74%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$63.4M
|
+$2.13M
|
+56,431
|
+4%
|
|
|
23
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$60.5M
|
+$54M
|
+1,434,380
|
New
|
|
|
24
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$57.8M
|
-$2.35M
|
-62,427
|
-4%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.4M
|
+$1.78M
|
+47,324
|
+4%
|
|
