|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$645M
|
+$44.3M
|
+1,112,758
|
+7%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$112M
|
+$111M
|
+2,789,787
|
New
|
|
|
3
|
|
$27M
|
-$17.3M
|
-435,134
|
-39%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$23.9M
|
+$1.15M
|
+28,806
|
+5%
|
|
|
5
|
Inscription Capital
Houston,
Texas
|
$15.7M
|
+$5.69M
|
+143,059
|
+58%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$15.7M
|
+$3.03M
|
+76,194
|
+24%
|
|
|
7
|
|
$14.4M
|
-$2.4M
|
-60,350
|
-14%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$9.41M
|
+236,377
|
+744%
|
|
|
9
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.4M
|
+$39.9K
|
+1,003
|
+0.4%
|
|
|
10
|
|
$10.2M
|
-$666K
|
-16,745
|
-6%
|
|
|
11
|
Synergy Asset Management
Vancouver,
Washington
|
$10.1M
|
+$10M
|
+252,123
|
New
|
|
|
12
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.1M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$9.39M
|
+$489K
|
+12,284
|
+6%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.43M
|
+$7.36M
|
+184,813
|
New
|
|
|
15
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.21M
|
-$1.39K
|
-35
|
-0%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.35M
|
+$1.32M
|
+33,076
|
+27%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$5.62M
|
+$204K
|
+5,136
|
+4%
|
|
|
18
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5.25M
|
-$257K
|
-6,456
|
-5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.19M
|
+$440K
|
+11,058
|
+9%
|
|
|
20
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$4.94M
|
+$2.3M
|
+57,798
|
+89%
|
|
|
21
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$4.82M
|
+$4.78M
|
+119,985
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.03M
|
+$3.99M
|
+100,191
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.03M
|
+$1.78M
|
+44,718
|
+81%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$3.85M
|
+$587K
|
+14,740
|
+18%
|
|
|
25
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.08M
|
+$123K
|
+3,087
|
+4%
|
|
