|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$2.87B
|
+$101M
|
+4,671,042
|
+4%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$122M
|
-$10.2M
|
-472,667
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$82.4M
|
+$9.47M
|
+438,980
|
+13%
|
|
|
4
|
TownSquare Capital
Provo,
Utah
|
$72M
|
-$2.95M
|
-136,954
|
-4%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$54.2M
|
+$53.9M
|
+2,496,970
|
New
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$42.1M
|
+$8.32M
|
+385,879
|
+25%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$37.5M
|
+$27.9M
|
+1,291,161
|
+296%
|
|
|
8
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.2M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$30.4M
|
+$7.12M
|
+329,877
|
+31%
|
|
|
10
|
|
$27.1M
|
+$991K
|
+45,960
|
+4%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$22.8M
|
-$5.42M
|
-251,297
|
-19%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$22.4M
|
+$1.85M
|
+85,525
|
+9%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$21.6M
|
+$21.5M
|
+995,787
|
New
|
|
|
14
|
Stokes Family Office
New Orleans,
Louisiana
|
$18.5M
|
+$18.4M
|
+851,544
|
New
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$17M
|
+$16.9M
|
+782,038
|
+46,412%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$15.3M
|
-$15.9M
|
-738,719
|
-51%
|
|
|
17
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12M
|
-$507K
|
-23,489
|
-4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$4.25M
|
-196,936
|
-29%
|
|
|
19
|
Cantor Fitzgerald
New York
|
$10.3M
|
-$213K
|
-9,894
|
-2%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9.04M
|
+$8.97M
|
+415,975
|
+88,130%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.94M
|
+$227K
|
+10,513
|
+3%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$6.55M
|
-$45.7K
|
-2,118
|
-0.7%
|
|
|
23
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$6.44M
|
-$169K
|
-7,857
|
-3%
|
|
|
24
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.34M
|
-$20K
|
-928
|
-0.3%
|
|
|
25
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$6.05M
|
-$241K
|
-11,186
|
-4%
|
|
