|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.01B
|
+$7.92M
|
+180,181
|
+0.8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$887M
|
+$66.8M
|
+1,520,270
|
+8%
|
|
|
3
|
|
$704M
|
+$36.2M
|
+824,933
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$280M
|
-$13.4M
|
-304,726
|
-5%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$254M
|
+$1.97M
|
+44,781
|
+0.8%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$238M
|
+$5.43M
|
+123,511
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$236M
|
-$13.9M
|
-316,777
|
-6%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$180M
|
+$21.8M
|
+496,655
|
+14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$163M
|
+$22.8M
|
+518,885
|
+17%
|
|
|
10
|
|
$161M
|
+$20.1M
|
+457,297
|
+15%
|
|
|
11
|
Richard Bernstein Advisors
New York
|
$149M
|
-$4.48M
|
-102,066
|
-3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$141M
|
-$1.77M
|
-40,263
|
-1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$1.77M
|
+40,370
|
+2%
|
|
|
14
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$99.4M
|
+$1.64M
|
+37,396
|
+2%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$86.8M
|
+$4.16M
|
+94,624
|
+5%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.1M
|
-$2.7M
|
-61,541
|
-3%
|
|
|
17
|
Congress Wealth Management
Boston,
Massachusetts
|
$81.7M
|
-$1.7M
|
-38,686
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78.2M
|
+$14.5M
|
+330,682
|
+24%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$74.3M
|
-$25.5M
|
-580,609
|
-26%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$70.1M
|
+$5.46M
|
+124,220
|
+9%
|
|
|
21
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$68.6M
|
+$1.54M
|
+35,140
|
+2%
|
|
|
22
|
Cercano Management
Bellevue,
Washington
|
$66M
|
+$63.7M
|
+1,450,925
|
New
|
|
|
23
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$66M
|
+$2.6M
|
+59,272
|
+4%
|
|
|
24
|
Stadion Money Management
Watkinsville,
Georgia
|
$65.4M
|
-$448K
|
-10,206
|
-0.7%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$64.6M
|
-$7.64M
|
-173,950
|
-11%
|
|
