|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.29B
|
+$173M
|
+8,057,112
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$168M
|
+$25.8M
|
+1,205,508
|
+18%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$78.9M
|
+$4.94M
|
+230,330
|
+6%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$52.2M
|
+$2.98M
|
+138,996
|
+6%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$48.3M
|
-$683K
|
-31,885
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$31M
|
-$6.9M
|
-322,060
|
-18%
|
|
|
7
|
Zurich Insurance Group
Zurich,
Switzerland
|
$30.8M
|
–
|
–
|
–
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$30.8M
|
+$1.76M
|
+81,988
|
+6%
|
|
|
9
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$27.5M
|
–
|
–
|
–
|
|
|
10
|
|
$27M
|
+$1.53M
|
+71,355
|
+6%
|
|
|
11
|
CX Institutional
Auburn,
Indiana
|
$26M
|
+$3.41M
|
+159,086
|
+15%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$23.2M
|
+$278K
|
+12,967
|
+1%
|
|
|
13
|
|
$22.4M
|
+$22.7M
|
+1,061,039
|
+6,195%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$19.7M
|
+$2.62M
|
+122,042
|
+15%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$18.4M
|
+$281K
|
+13,129
|
+2%
|
|
|
16
|
D.J. St. Germain
Springfield,
Massachusetts
|
$17.3M
|
-$322K
|
-15,032
|
-2%
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$15.9M
|
-$110K
|
-5,133
|
-0.7%
|
|
|
18
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$14.4M
|
+$425K
|
+19,844
|
+3%
|
|
|
19
|
Financial Life Advisors
San Antonio,
Texas
|
$13.2M
|
+$589K
|
+27,472
|
+5%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$13.1M
|
-$4.21M
|
-196,514
|
-24%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
+$259K
|
+12,070
|
+2%
|
|
|
22
|
Equitable Holdings
New York
|
$11.3M
|
+$2.98M
|
+139,210
|
+34%
|
|
|
23
|
Cantor Fitzgerald
New York
|
$11.1M
|
+$1.08M
|
+50,531
|
+10%
|
|
|
24
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$9.73M
|
+$10M
|
+467,769
|
New
|
|
|
25
|
|
$9.5M
|
+$4.34M
|
+202,464
|
+80%
|
|
