|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$503M
|
+$12.5M
|
+291,946
|
+2%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$36.4M
|
-$5.96M
|
-139,598
|
-14%
|
|
|
3
|
Money Design
Tokyo,
Japan
|
$25.3M
|
+$1.22M
|
+28,479
|
+5%
|
|
|
4
|
|
$15.6M
|
-$2.74M
|
-64,186
|
-14%
|
|
|
5
|
Leuthold Group
Minneapolis,
Minnesota
|
$13.3M
|
-$66.5K
|
-1,557
|
-0.5%
|
|
|
6
|
Inscription Capital
Houston,
Texas
|
$11.1M
|
-$69.5K
|
-1,627
|
-0.6%
|
|
|
7
|
|
$10.4M
|
+$566K
|
+13,238
|
+6%
|
|
|
8
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.2M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.67M
|
+$5.29M
|
+123,862
|
+110%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.67M
|
+$2.42M
|
+56,615
|
+36%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$8.45M
|
-$3M
|
-70,293
|
-25%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.86M
|
+$703K
|
+16,448
|
+11%
|
|
|
13
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5.99M
|
+$14.3K
|
+335
|
+0.2%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$5.33M
|
-$18.9K
|
-442
|
-0.3%
|
|
|
15
|
|
$4.38M
|
+$4.58M
|
+107,127
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.33M
|
-$413K
|
-9,657
|
-8%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4.08M
|
-$310K
|
-7,252
|
-7%
|
|
|
18
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.3M
|
+$1.93M
|
+45,227
|
+128%
|
|
|
19
|
Omega Financial Group
Santa Barbara,
California
|
$3.18M
|
-$902K
|
-21,103
|
-21%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.88M
|
+$366K
|
+8,571
|
+14%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.46M
|
-$133K
|
-3,117
|
-5%
|
|
|
22
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$2.29M
|
+$617K
|
+14,445
|
+35%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
+$216K
|
+5,048
|
+11%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$1.94M
|
-$218K
|
-5,107
|
-10%
|
|
|
25
|
Flow Traders U.S.
New York
|
$1.88M
|
-$998K
|
-23,357
|
-34%
|
|
