|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$2.74B
|
+$21.8M
|
+958,545
|
+0.8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$126M
|
+$12.1M
|
+531,351
|
+10%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$74.1M
|
-$14.1M
|
-622,195
|
-15%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$72.1M
|
-$10.9M
|
-479,727
|
-12%
|
|
|
5
|
|
$50.9M
|
+$26.7M
|
+1,174,818
|
+98%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$33.3M
|
+$5.31M
|
+233,684
|
+18%
|
|
|
7
|
Zurich Insurance Group
Zurich,
Switzerland
|
$31.8M
|
–
|
–
|
–
|
|
|
8
|
KWB Wealth
Redlands,
California
|
$31M
|
+$1.21M
|
+53,246
|
+4%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$27.9M
|
-$4.41M
|
-194,263
|
-13%
|
|
|
10
|
|
$25.8M
|
+$1.48M
|
+65,122
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
-$1.32M
|
-58,045
|
-5%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$20.3M
|
+$10.2M
|
+447,051
|
+90%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.7M
|
+$14.5M
|
+639,468
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$1.92M
|
-84,295
|
-11%
|
|
|
15
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.6M
|
–
|
–
|
–
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.4M
|
-$73.9K
|
-3,251
|
-0.6%
|
|
|
17
|
Concord Wealth Partners
Abingdon,
Virginia
|
$12.3M
|
-$590K
|
-25,979
|
-4%
|
|
|
18
|
Cantor Fitzgerald
New York
|
$10.4M
|
-$4.82M
|
-212,229
|
-30%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$10.3M
|
-$382K
|
-16,816
|
-3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$9.36M
|
+$686K
|
+30,192
|
+7%
|
|
|
21
|
Oppenheimer & Co
New York
|
$8.22M
|
+$8.71M
|
+383,244
|
New
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.63M
|
+$3.04M
|
+133,909
|
+60%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$7.41M
|
+$7.03M
|
+309,244
|
+859%
|
|
|
24
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$6.53M
|
-$287K
|
-12,629
|
-4%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$6.52M
|
-$893K
|
-39,286
|
-11%
|
|
