|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.18B
|
+$394M
|
+16,029,675
|
+14%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$113M
|
-$2.29M
|
-93,217
|
-2%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$98.7M
|
+$22.2M
|
+901,793
|
+28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$98.5M
|
+$3.02M
|
+122,621
|
+3%
|
|
|
5
|
|
$85.9M
|
+$86.8M
|
+3,526,046
|
+5,991%
|
|
|
6
|
KWB Wealth
Redlands,
California
|
$40.6M
|
-$159K
|
-6,443
|
-0.4%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$39.2M
|
+$3.05K
|
+124
|
+0%
|
|
|
8
|
Zurich Insurance Group
Zurich,
Switzerland
|
$35.5M
|
–
|
–
|
–
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$25.4M
|
-$2.36M
|
-95,708
|
-8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
+$11.1M
|
+449,179
|
+153%
|
|
|
11
|
Cantor Fitzgerald Investment Advisors
New York
|
$17.2M
|
+$8.56M
|
+347,739
|
+94%
|
|
|
12
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$16.3M
|
+$16.7M
|
+678,506
|
New
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.2M
|
-$157M
|
-6,371,816
|
-90%
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$16.1M
|
+$5.09M
|
+206,803
|
+45%
|
|
|
15
|
Concord Wealth Partners
Abingdon,
Virginia
|
$14.2M
|
-$2.07M
|
-84,322
|
-12%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$12.5M
|
+$12.8M
|
+519,861
|
New
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.1M
|
+$2.49M
|
+101,032
|
+25%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$11.5M
|
+$1.23M
|
+49,882
|
+12%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$9.41M
|
-$12.6M
|
-512,554
|
-57%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$9.01M
|
-$3.45M
|
-140,278
|
-27%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.82M
|
+$8.96M
|
+364,154
|
+9,429%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$8.18M
|
+$663K
|
+26,941
|
+9%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7.98M
|
+$124K
|
+5,022
|
+2%
|
|
|
24
|
Good Life Advisors
Reading,
Pennsylvania
|
$7.78M
|
-$8.55M
|
-347,404
|
-52%
|
|
|
25
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$7.65M
|
-$1.56M
|
-63,358
|
-17%
|
|
