|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$915M
|
+$18.8M
|
+451,318
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$746M
|
+$24.5M
|
+588,029
|
+3%
|
|
|
3
|
|
$608M
|
+$62M
|
+1,486,815
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$268M
|
-$19.8M
|
-476,090
|
-7%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$230M
|
+$1.75M
|
+42,003
|
+0.8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$229M
|
-$26.3M
|
-631,000
|
-10%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$212M
|
-$14.7M
|
-353,662
|
-6%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$143M
|
+$52.4M
|
+1,256,400
|
+57%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$140M
|
-$5.66M
|
-135,814
|
-4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$130M
|
-$2.6M
|
-62,447
|
-2%
|
|
|
11
|
|
$128M
|
+$3.18M
|
+76,364
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
-$6.18M
|
-148,346
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$92.4M
|
-$411K
|
-9,853
|
-0.4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$91.9M
|
-$1.58M
|
-37,918
|
-2%
|
|
|
15
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$89.1M
|
+$1.71M
|
+40,940
|
+2%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78.4M
|
-$1.44M
|
-34,630
|
-2%
|
|
|
17
|
Congress Wealth Management
Boston,
Massachusetts
|
$76.1M
|
-$1.19M
|
-28,523
|
-2%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$75.3M
|
+$6.17M
|
+147,989
|
+9%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$66.2M
|
+$12.7M
|
+304,628
|
+24%
|
|
|
20
|
MBB Public Markets
Chicago,
Illinois
|
$62.8M
|
+$7.34M
|
+176,141
|
+13%
|
|
|
21
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$61.2M
|
+$2.54M
|
+60,978
|
+4%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$60.1M
|
-$13.9M
|
-334,643
|
-19%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.8M
|
-$4.17M
|
-100,126
|
-7%
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$58.8M
|
+$8.52M
|
+204,506
|
+17%
|
|
|
25
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$57.8M
|
+$29.9M
|
+717,995
|
+107%
|
|
