|
1
|
Financial Engines Advisors
Santa Clara,
California
|
3,55 Mrd. $
|
+49,9 Mio. $
|
+2.374.284
|
+2 %
|
|
|
2
|
LPL Financial
San Diego,
California
|
194 Mio. $
|
+15,6 Mio. $
|
+742.269
|
+9 %
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
105 Mio. $
|
+19,9 Mio. $
|
+947.602
|
+25 %
|
|
|
4
|
State Street
Boston,
Massachusetts
|
69,3 Mio. $
|
+13,2 Mio. $
|
+628.238
|
+25 %
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
48,7 Mio. $
|
-2,36 Mio. $
|
-112.415
|
-5 %
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
36,9 Mio. $
|
+3,79 Mio. $
|
+180.107
|
+12 %
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
36,5 Mio. $
|
+3,62 Mio. $
|
+172.047
|
+12 %
|
|
|
8
|
|
34,6 Mio. $
|
+5,62 Mio. $
|
+267.188
|
+21 %
|
|
|
9
|
Zurich Insurance Group
Zurich,
Switzerland
|
32,7 Mio. $
|
–
|
–
|
–
|
|
|
10
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
31,4 Mio. $
|
+2,11 Mio. $
|
+100.498
|
+8 %
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
30,6 Mio. $
|
+27,3 Mio. $
|
+1.299.408
|
+1.471 %
|
|
|
12
|
|
30,5 Mio. $
|
+6,34 Mio. $
|
+301.568
|
+28 %
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
26,7 Mio. $
|
-832.187 $
|
-39.581
|
-3 %
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
20,2 Mio. $
|
-682.721 $
|
-32.472
|
-3 %
|
|
|
15
|
D.J. St. Germain
Springfield,
Massachusetts
|
17,1 Mio. $
|
-1,17 Mio. $
|
-55.862
|
-7 %
|
|
|
16
|
KWB Wealth
Redlands,
California
|
16,4 Mio. $
|
+419.384 $
|
+19.947
|
+3 %
|
|
|
17
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
14,9 Mio. $
|
-324.793 $
|
-15.448
|
-2 %
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
14,7 Mio. $
|
+14 Mio. $
|
+663.949
|
Neu
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
13,4 Mio. $
|
+12,8 Mio. $
|
+608.720
|
Neu
|
|
|
20
|
Financial Life Advisors
San Antonio,
Texas
|
12,9 Mio. $
|
-1,05 Mio. $
|
-50.111
|
-8 %
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
12,9 Mio. $
|
-1,05 Mio. $
|
-49.796
|
-8 %
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
11,3 Mio. $
|
-1,82 Mio. $
|
-86.565
|
-14 %
|
|
|
23
|
|
11,2 Mio. $
|
+3,24 Mio. $
|
+154.077
|
+44 %
|
|
|
24
|
Equitable Holdings
New York
|
10,9 Mio. $
|
-1,07 Mio. $
|
-50.785
|
-9 %
|
|
|
25
|
Carr Financial Group
Worcester,
Massachusetts
|
10,7 Mio. $
|
+1,95 Mio. $
|
+92.511
|
+24 %
|
|
