|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.97B
|
+$75.5M
|
+3,398,518
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$272M
|
+$33.7M
|
+1,518,064
|
+14%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$119M
|
+$4.13M
|
+185,784
|
+4%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$114M
|
+$31.3M
|
+1,409,755
|
+39%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$62.5M
|
-$2.87M
|
-129,159
|
-4%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$62.4M
|
-$6.8M
|
-306,283
|
-10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$47.4M
|
+$1.48M
|
+66,631
|
+3%
|
|
|
8
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$46.9M
|
+$40.2M
|
+1,807,963
|
+661%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$45.1M
|
-$167K
|
-7,541
|
-0.4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.5M
|
+$695K
|
+31,281
|
+2%
|
|
|
11
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$33.5M
|
–
|
–
|
–
|
|
|
12
|
Zurich Insurance Group
Zurich,
Switzerland
|
$33.4M
|
–
|
–
|
–
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$32.8M
|
+$98.2K
|
+4,422
|
+0.3%
|
|
|
14
|
|
$32.5M
|
+$322K
|
+14,518
|
+1%
|
|
|
15
|
|
$31.5M
|
-$6.97M
|
-313,649
|
-18%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$30M
|
+$1.22M
|
+55,154
|
+4%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$24M
|
+$620K
|
+27,912
|
+3%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$23.8M
|
-$2.23M
|
-100,570
|
-8%
|
|
|
19
|
KWB Wealth
Redlands,
California
|
$17.6M
|
+$642K
|
+28,926
|
+4%
|
|
|
20
|
|
$17M
|
+$7.03M
|
+316,657
|
+72%
|
|
|
21
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$16.7M
|
-$262K
|
-11,784
|
-2%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$16.3M
|
+$1.01M
|
+45,462
|
+7%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$14.6M
|
+$14.4M
|
+649,675
|
New
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.6M
|
-$307K
|
-13,841
|
-2%
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.8M
|
-$596K
|
-26,814
|
-4%
|
|
