|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$314M
|
+$683K
|
+13,434
|
+0.2%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.7M
|
-$115K
|
-2,271
|
-1%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$9.13M
|
+$107K
|
+2,115
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.7M
|
-$1.76M
|
-34,532
|
-17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.14M
|
-$23K
|
-452
|
-0.3%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.65M
|
+$1.73M
|
+33,978
|
+35%
|
|
|
7
|
|
$6.4M
|
+$4.9M
|
+96,380
|
+330%
|
|
|
8
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$6.29M
|
-$290K
|
-5,711
|
-4%
|
|
|
9
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.62M
|
+$60.7K
|
+1,194
|
+1%
|
|
|
10
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$5.02M
|
-$378K
|
-7,444
|
-7%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$4.97M
|
-$616K
|
-12,114
|
-11%
|
|
|
12
|
|
$4.91M
|
-$1.25M
|
-24,662
|
-20%
|
|
|
13
|
FDx Advisors
Chicago,
Illinois
|
$4.88M
|
-$424K
|
-8,336
|
-8%
|
|
|
14
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.3M
|
+$389K
|
+7,653
|
+10%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.24M
|
+$1.53M
|
+30,017
|
+56%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.79M
|
-$289K
|
-5,683
|
-7%
|
|
|
17
|
Gratus Capital
Atlanta,
Georgia
|
$3.75M
|
-$250K
|
-4,924
|
-6%
|
|
|
18
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$2.89M
|
+$1.01M
|
+19,968
|
+55%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.65M
|
-$243K
|
-4,783
|
-8%
|
|
|
20
|
Stratos Investment Management
Beachwood,
Ohio
|
$2.59M
|
-$134K
|
-2,638
|
-5%
|
|
|
21
|
Stapp Wealth Management
Olympia,
Washington
|
$2.55M
|
-$19.9K
|
-391
|
-0.8%
|
|
|
22
|
Hollow Brook Wealth Management
Katonah,
New York
|
$2.49M
|
+$427K
|
+8,405
|
+21%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.09M
|
+$1.54M
|
+30,377
|
+284%
|
|
|
24
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2.09M
|
-$10.4M
|
-204,328
|
-83%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.88M
|
+$107K
|
+2,109
|
+6%
|
|
