|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$471M
|
+$22.5M
|
+566,512
|
+5%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.3M
|
-$10.3M
|
-259,798
|
-30%
|
|
|
3
|
|
$14M
|
-$15.6K
|
-391
|
-0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$3.45M
|
+86,773
|
+37%
|
|
|
5
|
|
$9.91M
|
+$674K
|
+16,933
|
+7%
|
|
|
6
|
Inscription Capital
Houston,
Texas
|
$9.55M
|
-$446K
|
-11,209
|
-4%
|
|
|
7
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$9.17M
|
–
|
–
|
–
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$8.86M
|
+$1.41M
|
+35,530
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.82M
|
+$1.82M
|
+45,642
|
+27%
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$6.78M
|
-$1.07M
|
-26,826
|
-13%
|
|
|
11
|
|
$5.94M
|
–
|
–
|
–
|
|
|
12
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5.26M
|
-$81.8K
|
-2,055
|
-1%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$4.74M
|
-$30.9K
|
-776
|
-0.6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.14M
|
+$534K
|
+13,422
|
+13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.6M
|
-$296K
|
-7,448
|
-7%
|
|
|
16
|
Omega Financial Group
Santa Barbara,
California
|
$3.5M
|
+$712K
|
+17,882
|
+23%
|
|
|
17
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.85M
|
-$286K
|
-7,196
|
-9%
|
|
|
18
|
Leuthold Group
Minneapolis,
Minnesota
|
$2.67M
|
-$10M
|
-252,172
|
-78%
|
|
|
19
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$2.65M
|
+$2.92M
|
+73,383
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$228K
|
+5,735
|
+11%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.05M
|
-$164K
|
-4,120
|
-7%
|
|
|
22
|
Money Design
Tokyo,
Japan
|
$1.84M
|
-$22.6M
|
-568,165
|
-92%
|
|
|
23
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$1.83M
|
-$239K
|
-6,014
|
-11%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$1.69M
|
-$54.3K
|
-1,365
|
-3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.5M
|
-$1.17M
|
-29,479
|
-42%
|
|
