|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.17B
|
+$236M
|
+10,662,730
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$118M
|
+$33.2M
|
+1,499,765
|
+39%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$76.7M
|
+$3.1M
|
+140,057
|
+4%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$52.4M
|
-$2.92M
|
-132,234
|
-5%
|
|
|
5
|
|
$45.3M
|
+$45.1M
|
+2,042,340
|
New
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$41M
|
-$1.98M
|
-89,602
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$35.4M
|
+$4.28M
|
+193,580
|
+14%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$34.6M
|
+$17.2M
|
+776,332
|
+99%
|
|
|
9
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.8M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$30.4M
|
-$7.9M
|
-357,238
|
-21%
|
|
|
11
|
|
$27.7M
|
-$40K
|
-1,808
|
-0.1%
|
|
|
12
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$26.5M
|
+$24.4M
|
+1,104,972
|
+1,259%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$25M
|
+$2.14M
|
+96,840
|
+9%
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$22M
|
+$21M
|
+950,940
|
+2,419%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$19.8M
|
-$3.5M
|
-158,215
|
-15%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$15.7M
|
+$376K
|
+17,022
|
+2%
|
|
|
17
|
Stokes Family Office
New Orleans,
Louisiana
|
$13.8M
|
-$5.09M
|
-230,156
|
-27%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13M
|
-$108M
|
-4,869,975
|
-89%
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13M
|
+$716K
|
+32,400
|
+6%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
+$8.47M
|
+382,957
|
+201%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
+$1.63M
|
+73,579
|
+15%
|
|
|
22
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$12.1M
|
+$6.65M
|
+300,825
|
+123%
|
|
|
23
|
Financial Life Advisors
San Antonio,
Texas
|
$11.6M
|
+$11.6M
|
+524,515
|
New
|
|
|
24
|
Cantor Fitzgerald
New York
|
$10.5M
|
-$19.1K
|
-866
|
-0.2%
|
|
|
25
|
Equitable Holdings
New York
|
$8.38M
|
+$8.35M
|
+377,664
|
New
|
|
