|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$345M
|
+$7.81M
|
+157,463
|
+3%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.2M
|
+$742K
|
+14,953
|
+8%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$9.77M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.16M
|
-$139K
|
-2,803
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.6M
|
-$45.2K
|
-911
|
-0.7%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.51M
|
+$357K
|
+7,198
|
+6%
|
|
|
7
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$7.28M
|
+$146K
|
+2,942
|
+2%
|
|
|
8
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$6.7M
|
+$1.21M
|
+24,447
|
+25%
|
|
|
9
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.71M
|
-$275K
|
-5,539
|
-5%
|
|
|
10
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$5.31M
|
+$2.02M
|
+40,676
|
+72%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$4.91M
|
-$370K
|
-7,463
|
-8%
|
|
|
12
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.14M
|
-$436K
|
-8,784
|
-10%
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.72M
|
-$306K
|
-6,169
|
-8%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.45M
|
+$564K
|
+11,374
|
+22%
|
|
|
15
|
Stratos Investment Management
Beachwood,
Ohio
|
$2.82M
|
+$37.5K
|
+756
|
+1%
|
|
|
16
|
Hollow Brook Wealth Management
Katonah,
New York
|
$2.73M
|
+$60.1K
|
+1,211
|
+2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2M
|
+$64.9K
|
+1,308
|
+4%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
-$282K
|
-5,689
|
-14%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.91M
|
+$279K
|
+5,625
|
+19%
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.89M
|
-$110K
|
-2,217
|
-6%
|
|
|
21
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.68M
|
+$81.2K
|
+1,637
|
+6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
-$2.81M
|
-56,601
|
-68%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$1.43M
|
+$648K
|
+13,065
|
+101%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.32M
|
-$2.63K
|
-53
|
-0.2%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$1.31M
|
+$112K
|
+2,247
|
+10%
|
|
