|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.02B
|
+$51.4M
|
+1,274,148
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$997M
|
+$39M
|
+968,299
|
+4%
|
|
|
3
|
|
$750M
|
+$59.9M
|
+1,485,197
|
+9%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$267M
|
+$16.8M
|
+415,695
|
+7%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$262M
|
+$20.1M
|
+499,599
|
+9%
|
|
|
6
|
|
$209M
|
-$2.74M
|
-67,862
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$161M
|
-$39.2M
|
-972,068
|
-20%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$139M
|
+$6.59M
|
+163,374
|
+5%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$135M
|
+$6.6M
|
+163,590
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$133M
|
-$48.2M
|
-1,194,786
|
-28%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$122M
|
-$6.36M
|
-157,697
|
-5%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$111M
|
+$59.3M
|
+1,470,388
|
+129%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$81.3M
|
+$4.38M
|
+108,624
|
+6%
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$70.7M
|
+$1.85M
|
+45,940
|
+3%
|
|
|
15
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$69.5M
|
+$558K
|
+13,826
|
+0.9%
|
|
|
16
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$69.4M
|
+$10M
|
+249,130
|
+18%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$66.6M
|
+$1.06M
|
+26,340
|
+2%
|
|
|
18
|
Hancock Prospecting
West Perth,
Australia
|
$63M
|
–
|
–
|
–
|
|
|
19
|
Texas Permanent School Fund
Austin,
Texas
|
$61.2M
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.7M
|
+$3.06M
|
+75,820
|
+6%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$56.6M
|
+$28.5M
|
+705,990
|
+113%
|
|
|
22
|
State Street
Boston,
Massachusetts
|
$54.9M
|
+$7.07M
|
+175,237
|
+16%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$54.4M
|
-$46.9M
|
-1,161,911
|
-48%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$52.9M
|
-$7.66M
|
-189,978
|
-13%
|
|
|
25
|
Midland Wealth Advisors
Effingham,
Illinois
|
$49.5M
|
+$1.74M
|
+43,034
|
+4%
|
|
