|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.29B
|
+$157M
|
+7,120,038
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$150M
|
+$34.3M
|
+1,555,020
|
+29%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$78M
|
+$2.34M
|
+106,007
|
+3%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$52M
|
+$11.5M
|
+522,772
|
+28%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$51.5M
|
-$282K
|
-12,800
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$39.7M
|
+$4.81M
|
+218,175
|
+14%
|
|
|
7
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.4M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$30.6M
|
+$623K
|
+28,277
|
+2%
|
|
|
9
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$29M
|
+$2.85M
|
+129,363
|
+11%
|
|
|
10
|
|
$26.9M
|
-$412K
|
-18,689
|
-1%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$24.2M
|
+$2.49M
|
+113,227
|
+11%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$23.9M
|
-$774K
|
-35,150
|
-3%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$19.1M
|
-$504K
|
-22,892
|
-3%
|
|
|
14
|
D.J. St. Germain
Springfield,
Massachusetts
|
$18.6M
|
+$18.7M
|
+847,269
|
New
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$18.2M
|
+$5.62M
|
+255,081
|
+44%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$18.1M
|
+$9.96M
|
+451,930
|
+120%
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$16M
|
+$136K
|
+6,182
|
+0.9%
|
|
|
18
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$14.7M
|
+$2.76M
|
+125,399
|
+23%
|
|
|
19
|
Financial Life Advisors
San Antonio,
Texas
|
$13.3M
|
+$1.78M
|
+80,700
|
+15%
|
|
|
20
|
Stokes Family Office
New Orleans,
Louisiana
|
$13.2M
|
-$414K
|
-18,803
|
-3%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.1M
|
+$215K
|
+9,775
|
+2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$782K
|
+35,476
|
+6%
|
|
|
23
|
Cantor Fitzgerald
New York
|
$10.6M
|
+$164K
|
+7,437
|
+2%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$10.3M
|
+$10.4M
|
+470,257
|
New
|
|
|
25
|
Equitable Holdings
New York
|
$8.85M
|
+$581K
|
+26,386
|
+7%
|
|
