|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.63B
|
+$145M
|
+6,703,952
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$208M
|
+$16.4M
|
+756,210
|
+9%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$117M
|
+$13.6M
|
+627,625
|
+13%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$67.6M
|
-$537K
|
-24,741
|
-0.8%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$56.1M
|
+$8.1M
|
+373,448
|
+17%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.9M
|
+$6.57M
|
+302,535
|
+18%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$39.7M
|
+$32.8M
|
+1,513,194
|
+483%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$39.3M
|
+$3.35M
|
+154,552
|
+9%
|
|
|
9
|
|
$33.1M
|
+$3.11M
|
+143,387
|
+10%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33M
|
+$2.88M
|
+132,777
|
+10%
|
|
|
11
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$32.7M
|
-$30.9M
|
-1,422,612
|
Closed
|
|
|
12
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.2M
|
–
|
–
|
–
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$30.9M
|
+$30.9M
|
+1,422,583
|
New
|
|
|
14
|
|
$30.2M
|
-$3.86M
|
-177,758
|
-11%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$30M
|
+$3.68M
|
+169,408
|
+14%
|
|
|
16
|
|
$23.4M
|
+$12.3M
|
+567,729
|
+112%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$20.3M
|
+$19.5M
|
+900,311
|
+2,645%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$19.8M
|
-$61.7K
|
-2,841
|
-0.3%
|
|
|
19
|
KWB Wealth
Redlands,
California
|
$17.4M
|
+$1.28M
|
+58,840
|
+8%
|
|
|
20
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$15.8M
|
+$1.09M
|
+50,036
|
+7%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.9M
|
-$1.93M
|
-88,913
|
-11%
|
|
|
22
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.2M
|
-$197K
|
-9,077
|
-1%
|
|
|
23
|
Financial Life Advisors
San Antonio,
Texas
|
$13.9M
|
+$1.27M
|
+58,538
|
+10%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$12.3M
|
+565,209
|
+2,893%
|
|
|
25
|
Equitable Holdings
New York
|
$12.4M
|
+$1.68M
|
+77,243
|
+16%
|
|
