|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$3.94B
|
+$145M
|
+6,616,807
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$286M
|
+$25.8M
|
+1,176,304
|
+10%
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$119M
|
+$5.26M
|
+240,112
|
+5%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$119M
|
+$60M
|
+2,738,208
|
+99%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$95.2M
|
-$13.9M
|
-633,075
|
-13%
|
|
|
6
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$94.1M
|
+$50.1M
|
+2,286,465
|
+110%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$84.6M
|
+$25.3M
|
+1,154,949
|
+42%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$52.3M
|
+$9.24M
|
+422,112
|
+21%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
+$1.04M
|
+47,617
|
+2%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$42.4M
|
+$13.9M
|
+635,839
|
+48%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.3M
|
-$1.49M
|
-68,012
|
-4%
|
|
|
12
|
Zurich Insurance Group
Zurich,
Switzerland
|
$31.9M
|
–
|
–
|
–
|
|
|
13
|
|
$31.5M
|
+$460K
|
+20,984
|
+1%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$31.3M
|
-$83.5K
|
-3,814
|
-0.3%
|
|
|
15
|
|
$30.2M
|
+$63.8K
|
+2,915
|
+0.2%
|
|
|
16
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$27.8M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$26M
|
+$24.6M
|
+1,124,620
|
+1,385%
|
|
|
18
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$24.6M
|
+$24.3M
|
+1,111,406
|
+3,828%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$22.9M
|
-$851K
|
-38,848
|
-4%
|
|
|
20
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$16.1M
|
+$169K
|
+7,704
|
+1%
|
|
|
21
|
L.J. Altfest & Co
New York
|
$16.1M
|
+$2.12M
|
+96,799
|
+15%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$16M
|
+$420K
|
+19,179
|
+3%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$15.1M
|
-$7.97M
|
-363,932
|
-34%
|
|
|
24
|
|
$14.5M
|
-$1.8M
|
-82,198
|
-11%
|
|
|
25
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13.7M
|
-$209K
|
-9,543
|
-1%
|
|
