|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$581M
|
+$63.4M
|
+1,244,126
|
+12%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$50.2M
|
+$8.7M
|
+170,791
|
+21%
|
|
|
3
|
|
$27.1M
|
+$1.73M
|
+34,036
|
+7%
|
|
|
4
|
Money Design
Tokyo,
Japan
|
$26.3M
|
+$3.52M
|
+69,025
|
+15%
|
|
|
5
|
Leuthold Group
Minneapolis,
Minnesota
|
$19.7M
|
-$37.7K
|
-741
|
-0.2%
|
|
|
6
|
Perella Weinberg Partners Capital Management
New York
|
$17.1M
|
-$24.9M
|
-488,376
|
-59%
|
|
|
7
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$12.6M
|
–
|
–
|
–
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$12.2M
|
+$4.22M
|
+82,786
|
+52%
|
|
|
9
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$12M
|
-$861K
|
-16,912
|
-7%
|
|
|
10
|
Inscription Capital
Houston,
Texas
|
$10.6M
|
-$1.56M
|
-30,573
|
-13%
|
|
|
11
|
Financial Advisors Network
Tustin,
California
|
$8.22M
|
+$481K
|
+9,454
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.63M
|
+$330K
|
+6,480
|
+4%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.27M
|
+$7.36M
|
+144,589
|
New
|
|
|
14
|
|
$6.87M
|
+$554K
|
+10,886
|
+9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$6.56M
|
+$335K
|
+6,574
|
+5%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$6.28M
|
+$161K
|
+3,163
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6M
|
+$26.6K
|
+522
|
+0.4%
|
|
|
18
|
Wilshire Advisors
Santa Monica,
California
|
$5.09M
|
+$54K
|
+1,061
|
+1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.06M
|
-$7.26M
|
-142,520
|
-59%
|
|
|
20
|
Omega Financial Group
Santa Barbara,
California
|
$4.3M
|
+$567K
|
+11,138
|
+15%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.2M
|
-$1.42M
|
-27,882
|
-25%
|
|
|
22
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.43M
|
+$3.48M
|
+68,277
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.29M
|
+$429K
|
+8,416
|
+15%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.17M
|
+$120K
|
+2,364
|
+4%
|
|
|
25
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$3.16M
|
+$3.2M
|
+62,884
|
New
|
|
