|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.73B
|
+$116M
|
+5,432,306
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$228M
|
+$21.6M
|
+1,012,306
|
+11%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$110M
|
-$6.01M
|
-281,114
|
-5%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$78.6M
|
+$11.3M
|
+528,951
|
+17%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$66.4M
|
+$26.7M
|
+1,250,602
|
+68%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$62.6M
|
+$6.84M
|
+319,973
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$44M
|
+$1.4M
|
+65,623
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$43.4M
|
+$4.39M
|
+205,508
|
+11%
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$40.9M
|
+$20.6M
|
+961,090
|
+103%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.1M
|
+$4.26M
|
+199,275
|
+13%
|
|
|
11
|
|
$36.9M
|
+$4.01M
|
+187,447
|
+12%
|
|
|
12
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32M
|
–
|
–
|
–
|
|
|
13
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$31.9M
|
–
|
–
|
–
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$31.3M
|
+$611K
|
+28,565
|
+2%
|
|
|
15
|
|
$30.8M
|
+$812K
|
+37,953
|
+3%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$27.5M
|
-$2.26M
|
-105,606
|
-8%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$25.1M
|
+$25.5M
|
+1,193,352
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$22.4M
|
+$2.66M
|
+124,353
|
+14%
|
|
|
19
|
KWB Wealth
Redlands,
California
|
$17.1M
|
-$336K
|
-15,713
|
-2%
|
|
|
20
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$16.2M
|
+$552K
|
+25,816
|
+4%
|
|
|
21
|
Financial Life Advisors
San Antonio,
Texas
|
$14.6M
|
+$800K
|
+37,402
|
+6%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.2M
|
-$577K
|
-27,007
|
-4%
|
|
|
23
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.8M
|
-$313K
|
-14,622
|
-2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.5M
|
-$83.6K
|
-3,908
|
-0.7%
|
|
|
25
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.2M
|
+$398K
|
+18,604
|
+4%
|
|
