|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.55B
|
+$49.9M
|
+2,374,284
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$194M
|
+$15.6M
|
+742,269
|
+9%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$105M
|
+$19.9M
|
+947,602
|
+25%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$69.3M
|
+$13.2M
|
+628,238
|
+25%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$48.7M
|
-$2.36M
|
-112,415
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$36.9M
|
+$3.79M
|
+180,107
|
+12%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$36.5M
|
+$3.62M
|
+172,047
|
+12%
|
|
|
8
|
|
$34.6M
|
+$5.62M
|
+267,188
|
+21%
|
|
|
9
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.7M
|
–
|
–
|
–
|
|
|
10
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$31.4M
|
+$2.11M
|
+100,498
|
+8%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.6M
|
+$27.3M
|
+1,299,408
|
+1,471%
|
|
|
12
|
|
$30.5M
|
+$6.34M
|
+301,568
|
+28%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$26.7M
|
-$832K
|
-39,581
|
-3%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$20.2M
|
-$683K
|
-32,472
|
-3%
|
|
|
15
|
D.J. St. Germain
Springfield,
Massachusetts
|
$17.1M
|
-$1.17M
|
-55,862
|
-7%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$16.4M
|
+$419K
|
+19,947
|
+3%
|
|
|
17
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$14.9M
|
-$325K
|
-15,448
|
-2%
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.7M
|
+$14M
|
+663,949
|
New
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
$13.4M
|
+$12.8M
|
+608,720
|
New
|
|
|
20
|
Financial Life Advisors
San Antonio,
Texas
|
$12.9M
|
-$1.05M
|
-50,111
|
-8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$12.9M
|
-$1.05M
|
-49,796
|
-8%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
-$1.82M
|
-86,565
|
-14%
|
|
|
23
|
|
$11.2M
|
+$3.24M
|
+154,077
|
+44%
|
|
|
24
|
Equitable Holdings
New York
|
$10.9M
|
-$1.07M
|
-50,785
|
-9%
|
|
|
25
|
Carr Financial Group
Worcester,
Massachusetts
|
$10.7M
|
+$1.95M
|
+92,511
|
+24%
|
|
