|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$676M
|
+$41M
|
+1,028,147
|
+6%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$135M
|
+$25.1M
|
+629,800
|
+23%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.2M
|
-$1.33M
|
-33,276
|
-6%
|
|
|
4
|
|
$17.9M
|
+$3.74M
|
+94,017
|
+26%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$17.4M
|
+$1.97M
|
+49,367
|
+13%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$16M
|
+$16.1M
|
+405,226
|
New
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$12M
|
+$9.77M
|
+245,383
|
+429%
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$10.1M
|
-$101K
|
-2,533
|
-1%
|
|
|
9
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$9.89M
|
–
|
–
|
–
|
|
|
10
|
|
$9.68M
|
-$377K
|
-9,455
|
-4%
|
|
|
11
|
Inscription Capital
Houston,
Texas
|
$9.45M
|
-$6.08M
|
-152,566
|
-39%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.95M
|
-$1.31M
|
-32,791
|
-14%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.72M
|
+$634K
|
+15,906
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.12M
|
+$3.17M
|
+79,569
|
+79%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.93M
|
-$384K
|
-9,633
|
-5%
|
|
|
16
|
|
$6.16M
|
-$20.6M
|
-516,685
|
-77%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$5.75M
|
+$219K
|
+5,491
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.04M
|
-$67K
|
-1,682
|
-1%
|
|
|
19
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$4.82M
|
-$348K
|
-8,732
|
-7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.37M
|
-$1.89M
|
-47,371
|
-30%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$4.23M
|
+$443K
|
+11,127
|
+12%
|
|
|
22
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$3.56M
|
+$784K
|
+19,693
|
+28%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$3.38M
|
+$932K
|
+23,410
|
+38%
|
|
|
24
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.04M
|
+$12.8K
|
+322
|
+0.4%
|
|
|
25
|
Dunhill Financial
London,
United Kingdom
|
$3.02M
|
+$3.14M
|
+78,799
|
New
|
|
