|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$496M
|
+$49.1M
|
+925,633
|
+11%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$126M
|
+$12.1M
|
+228,320
|
+10%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$43.9M
|
+$923K
|
+17,424
|
+2%
|
|
|
4
|
Money Design
Tokyo,
Japan
|
$27.7M
|
+$13.7M
|
+257,933
|
+95%
|
|
|
5
|
|
$25.7M
|
-$20.2M
|
-382,095
|
-44%
|
|
|
6
|
Perella Weinberg Partners Capital Management
New York
|
$22.8M
|
+$15.9M
|
+299,512
|
+219%
|
|
|
7
|
Leuthold Group
Minneapolis,
Minnesota
|
$20.5M
|
+$3.63M
|
+68,442
|
+21%
|
|
|
8
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$14.4M
|
-$119K
|
-2,240
|
-0.8%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$13.1M
|
-$7.79M
|
-147,097
|
-37%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$318K
|
+6,009
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.83M
|
+$105K
|
+1,985
|
+1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.19M
|
-$1.28M
|
-24,242
|
-15%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.05M
|
+$1.84M
|
+34,631
|
+35%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$6.96M
|
+$3.5M
|
+66,122
|
+99%
|
|
|
15
|
|
$6.58M
|
-$672K
|
-12,685
|
-9%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.31M
|
+$367K
|
+6,917
|
+6%
|
|
|
17
|
Financial Advisors Network
Tustin,
California
|
$6.04M
|
+$747K
|
+14,106
|
+14%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$5.87M
|
+$251K
|
+4,739
|
+4%
|
|
|
19
|
Wilshire Advisors
Santa Monica,
California
|
$5.17M
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
-$1.99M
|
-37,505
|
-34%
|
|
|
21
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$3.45M
|
-$642K
|
-12,117
|
-15%
|
|
|
22
|
Ferguson Shapiro
Decatur,
Georgia
|
$3.1M
|
+$15.2K
|
+286
|
+0.5%
|
|
|
23
|
Omega Financial Group
Santa Barbara,
California
|
$3.09M
|
+$392K
|
+7,391
|
+14%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.06M
|
+$27K
|
+509
|
+0.9%
|
|
|
25
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.71M
|
-$175K
|
-3,300
|
-6%
|
|
