|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$585M
|
+$79M
|
+2,064,412
|
+16%
|
|
|
2
|
|
$51.1M
|
+$49.9M
|
+1,304,375
|
+630,133%
|
|
|
3
|
|
$43.4M
|
+$41.5M
|
+1,084,330
|
+4,673%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.1M
|
-$1.66M
|
-43,265
|
-7%
|
|
|
5
|
|
$16.4M
|
+$1.46M
|
+38,238
|
+10%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
+$2.74M
|
+71,530
|
+30%
|
|
|
7
|
|
$10.6M
|
+$1.53K
|
+40
|
+0%
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.1M
|
+$7.07M
|
+184,721
|
+253%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$9.81M
|
–
|
–
|
–
|
|
|
10
|
Inscription Capital
Houston,
Texas
|
$9.71M
|
-$488K
|
-12,739
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.66M
|
-$3.9M
|
-102,021
|
-32%
|
|
|
12
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.02M
|
-$231K
|
-6,040
|
-3%
|
|
|
13
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5.37M
|
-$295K
|
-7,699
|
-5%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$5.27M
|
+$192K
|
+5,026
|
+4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.88M
|
-$3.39M
|
-88,692
|
-42%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.62M
|
+$751K
|
+19,624
|
+20%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.17M
|
-$1.24M
|
-32,277
|
-29%
|
|
|
18
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$2.94M
|
-$14.9K
|
-389
|
-0.5%
|
|
|
19
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.88M
|
–
|
–
|
–
|
|
|
20
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$2.55M
|
+$577K
|
+15,086
|
+30%
|
|
|
21
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$2.38M
|
+$2.32M
|
+60,741
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.17M
|
-$128K
|
-3,341
|
-6%
|
|
|
23
|
Money Design
Tokyo,
Japan
|
$2.1M
|
+$124K
|
+3,251
|
+6%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.01M
|
-$182K
|
-4,756
|
-8%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.68M
|
+$108K
|
+2,809
|
+7%
|
|
