|
1
|
LPL Financial
San Diego,
California
|
$1.19B
|
-$119M
|
-2,399,316
|
-9%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$999M
|
-$22.5M
|
-454,124
|
-2%
|
|
|
3
|
|
$919M
|
+$12.9M
|
+261,446
|
+1%
|
|
|
4
|
|
$348M
|
-$324M
|
-6,554,962
|
-48%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$318M
|
+$5.91M
|
+119,363
|
+2%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$262M
|
+$5.43M
|
+109,719
|
+2%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$237M
|
+$70.8M
|
+1,430,204
|
+41%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$215M
|
+$32.2M
|
+651,091
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$207M
|
+$39.2M
|
+791,105
|
+23%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
+$4.3M
|
+86,868
|
+2%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$135M
|
+$466K
|
+9,416
|
+0.3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$135M
|
+$10.8M
|
+218,100
|
+8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$52.8M
|
+1,066,575
|
+83%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$93.4M
|
+$13.5M
|
+272,985
|
+16%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$92.5M
|
+$118K
|
+2,387
|
+0.1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.8M
|
-$4.76M
|
-96,096
|
-5%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$90.4M
|
+$3.05M
|
+61,540
|
+3%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$84.9M
|
+$3.69M
|
+74,490
|
+4%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$83.4M
|
+$221K
|
+4,470
|
+0.3%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78.7M
|
+$5.49M
|
+110,981
|
+7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$69.5M
|
-$5.15M
|
-104,018
|
-7%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$67.8M
|
+$3.16M
|
+63,809
|
+5%
|
|
|
23
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$66.8M
|
+$5.2M
|
+105,058
|
+8%
|
|
|
24
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$64.1M
|
+$1.61M
|
+32,543
|
+3%
|
|
|
25
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$62.2M
|
-$1.03M
|
-20,863
|
-2%
|
|
