|
1
|
State Street
Boston,
Massachusetts
|
$566M
|
+$14.1M
|
+353,358
|
+3%
|
|
|
2
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$94.4M
|
-$2M
|
-50,000
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.2M
|
-$60.7M
|
-1,520,364
|
-45%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$60.9M
|
-$25.6M
|
-640,407
|
-30%
|
|
|
5
|
Advisor Group
Phoenix,
Arizona
|
$31.5M
|
-$14.4M
|
-360,929
|
-32%
|
|
|
6
|
Peak Capital Management
Greenwood Village,
Colorado
|
$28.6M
|
+$152K
|
+3,810
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$26.1M
|
+$1.56M
|
+39,048
|
+7%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$22.8M
|
+$3.77M
|
+94,524
|
+21%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
+$2.39M
|
+59,936
|
+13%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$20.6M
|
-$242K
|
-6,054
|
-1%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$17.4M
|
+$227K
|
+5,690
|
+1%
|
|
|
12
|
|
$17M
|
+$4.14M
|
+103,652
|
+33%
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$15.3M
|
+$3.12M
|
+78,046
|
+27%
|
|
|
14
|
Financial Advisory Group
Houston,
Texas
|
$13.2M
|
+$12.9M
|
+322,010
|
New
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12.9M
|
+$3.57M
|
+89,545
|
+40%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.9M
|
+$5.36M
|
+134,286
|
+87%
|
|
|
17
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.4M
|
+$2.63M
|
+65,984
|
+35%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$10.4M
|
+$236K
|
+5,923
|
+2%
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.78M
|
+$9.51M
|
+238,260
|
New
|
|
|
20
|
|
$9.52M
|
+$9.26M
|
+232,006
|
+236,741%
|
|
|
21
|
Knowledge Leaders Capital
Denver,
Colorado
|
$8.92M
|
+$7.93M
|
+198,720
|
+1,064%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.46M
|
+$494K
|
+12,368
|
+6%
|
|
|
23
|
|
$8.33M
|
-$3.09M
|
-77,329
|
-28%
|
|
|
24
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$7.82M
|
+$7.61M
|
+190,690
|
New
|
|
|
25
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.26M
|
-$131K
|
-3,280
|
-2%
|
|
