|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$919M
|
+$19.3M
|
+439,026
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$914M
|
+$62M
|
+1,407,446
|
+7%
|
|
|
3
|
|
$658M
|
-$1.42M
|
-32,224
|
-0.2%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$238M
|
+$20.5M
|
+465,430
|
+9%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$230M
|
+$4.86M
|
+110,241
|
+2%
|
|
|
6
|
|
$203M
|
+$14.1M
|
+320,077
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$193M
|
-$22.9M
|
-519,981
|
-10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$176M
|
-$97.1M
|
-2,203,966
|
-34%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$126M
|
-$28.9M
|
-656,747
|
-17%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$123M
|
-$5.21M
|
-118,357
|
-4%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$122M
|
+$42.8M
|
+972,530
|
+48%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$99.4M
|
+$3.46M
|
+78,599
|
+3%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$94.1M
|
+$6.86M
|
+155,734
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$75.3M
|
+$3.08M
|
+69,872
|
+4%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73.4M
|
-$869K
|
-19,736
|
-1%
|
|
|
16
|
Richard Bernstein Advisors
New York
|
$68.8M
|
-$66.9M
|
-1,518,068
|
-47%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$66.7M
|
-$118M
|
-2,672,013
|
-62%
|
|
|
18
|
|
$66.5M
|
+$2.95M
|
+66,862
|
+4%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$66M
|
-$25.6M
|
-581,010
|
-26%
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$65.8M
|
+$4.52M
|
+102,520
|
+7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.8M
|
+$6.91M
|
+156,807
|
+11%
|
|
|
22
|
Hancock Prospecting
West Perth,
Australia
|
$60.3M
|
+$65.2M
|
+1,479,711
|
New
|
|
|
23
|
Texas Permanent School Fund
Austin,
Texas
|
$58.5M
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$58.4M
|
-$783K
|
-17,772
|
-1%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$56.3M
|
+$2.37M
|
+53,717
|
+4%
|
|
