|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$530M
|
+$43.1M
|
+818,311
|
+9%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$42.6M
|
+$20.7M
|
+393,049
|
+90%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$42.5M
|
-$639K
|
-12,133
|
-1%
|
|
|
4
|
|
$25.9M
|
+$626K
|
+11,882
|
+2%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$23.4M
|
-$3.92M
|
-74,421
|
-14%
|
|
|
6
|
Leuthold Group
Minneapolis,
Minnesota
|
$20.1M
|
-$47.1K
|
-895
|
-0.2%
|
|
|
7
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$13.3M
|
-$1.03M
|
-19,610
|
-7%
|
|
|
8
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$12.9M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$123K
|
-2,344
|
-1%
|
|
|
10
|
Inscription Capital
Houston,
Texas
|
$12.4M
|
+$12.7M
|
+242,085
|
New
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$8.2M
|
+$1.39M
|
+26,400
|
+20%
|
|
|
12
|
Financial Advisors Network
Tustin,
California
|
$7.86M
|
+$2.03M
|
+38,464
|
+33%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.45M
|
+$541K
|
+10,269
|
+8%
|
|
|
14
|
|
$6.45M
|
-$11.3K
|
-214
|
-0.2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$6.36M
|
-$724K
|
-13,754
|
-10%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$6.24M
|
+$493K
|
+9,369
|
+8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.1M
|
-$1.64M
|
-31,184
|
-21%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.74M
|
-$488K
|
-9,269
|
-8%
|
|
|
19
|
|
$5.21M
|
+$2.77M
|
+52,693
|
+108%
|
|
|
20
|
Wilshire Advisors
Santa Monica,
California
|
$5.14M
|
+$59.9K
|
+1,137
|
+1%
|
|
|
21
|
Personal Capital Advisors
Redwood City,
California
|
$5.05M
|
-$122M
|
-2,310,383
|
-96%
|
|
|
22
|
Allianz Asset Management
Munich,
Germany
|
$4.12M
|
+$4.22M
|
+80,200
|
New
|
|
|
23
|
Omega Financial Group
Santa Barbara,
California
|
$3.82M
|
+$801K
|
+15,210
|
+26%
|
|
|
24
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$3.34M
|
-$54.8K
|
-1,040
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.11M
|
+$113K
|
+2,140
|
+4%
|
|
