|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$330M
|
-$841K
|
-15,538
|
-0.3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$32.3M
|
-$4.27M
|
-78,879
|
-12%
|
|
|
3
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$18M
|
+$569K
|
+10,526
|
+3%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$10.1M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.24M
|
+$957K
|
+17,694
|
+12%
|
|
|
6
|
|
$8.54M
|
-$2.19M
|
-40,563
|
-21%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$7.5M
|
-$3.97M
|
-73,440
|
-35%
|
|
|
8
|
XML Financial
Bethesda,
Maryland
|
$7.15M
|
-$217K
|
-4,004
|
-3%
|
|
|
9
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$6.78M
|
-$172K
|
-3,184
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.59M
|
-$373K
|
-6,902
|
-5%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.52M
|
+$126K
|
+2,320
|
+2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.13M
|
+$36K
|
+666
|
+0.6%
|
|
|
13
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.5M
|
-$239K
|
-4,421
|
-4%
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.97M
|
-$185K
|
-3,426
|
-4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$4.48M
|
-$4.17M
|
-77,037
|
-49%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$4.23M
|
+$4.04M
|
+74,671
|
+5,129%
|
|
|
17
|
Perritt Capital Management
Chicago,
Illinois
|
$4.16M
|
+$152K
|
+2,811
|
+4%
|
|
|
18
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.41M
|
-$75.1K
|
-1,388
|
-2%
|
|
|
19
|
Hollow Brook Wealth Management
Katonah,
New York
|
$2.98M
|
–
|
–
|
–
|
|
|
20
|
Brio Consultants
San Francisco,
California
|
$2.8M
|
+$80.8K
|
+1,494
|
+3%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.75M
|
+$621K
|
+11,482
|
+30%
|
|
|
22
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.62M
|
+$150K
|
+2,778
|
+6%
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.49M
|
-$477K
|
-8,811
|
-16%
|
|
|
24
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.96M
|
+$34.1K
|
+630
|
+2%
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$1.94M
|
-$198K
|
-3,655
|
-9%
|
|
