|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$4.07B
|
+$14.8M
|
+677,246
|
+0.4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$360M
|
+$18.9M
|
+865,512
|
+6%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$172M
|
+$35.7M
|
+1,637,143
|
+27%
|
|
|
4
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$138M
|
+$27M
|
+1,238,442
|
+25%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$129M
|
+$40.2M
|
+1,843,991
|
+46%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$104M
|
+$12.3M
|
+566,093
|
+14%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$61.2M
|
+$2.49M
|
+114,123
|
+4%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$49.4M
|
+$9.01M
|
+413,078
|
+23%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$46.1M
|
+$2.35M
|
+107,653
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
-$2.18M
|
-100,188
|
-5%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45.5M
|
+$7.59M
|
+348,140
|
+20%
|
|
|
12
|
Compton Financial Group
Towson,
Maryland
|
$41.2M
|
+$5.26M
|
+241,486
|
+15%
|
|
|
13
|
Strategic Financial Concepts
San Antonio,
Texas
|
$41.2M
|
+$40.6M
|
+1,862,493
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$34.6M
|
+$1.06M
|
+48,546
|
+3%
|
|
|
15
|
Zurich Insurance Group
Zurich,
Switzerland
|
$32.7M
|
–
|
–
|
–
|
|
|
16
|
|
$32M
|
+$328K
|
+15,057
|
+1%
|
|
|
17
|
|
$27.8M
|
+$259K
|
+11,873
|
+1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$695K
|
+31,901
|
+3%
|
|
|
19
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$25.8M
|
–
|
–
|
–
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$20.5M
|
+$342K
|
+15,664
|
+2%
|
|
|
21
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$19M
|
+$1.62M
|
+74,112
|
+9%
|
|
|
22
|
Financial Life Advisors
San Antonio,
Texas
|
$18.2M
|
+$918K
|
+42,122
|
+5%
|
|
|
23
|
|
$18.2M
|
+$4.72M
|
+216,687
|
+36%
|
|
|
24
|
L.J. Altfest & Co
New York
|
$17.9M
|
+$490K
|
+22,461
|
+3%
|
|
|
25
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.3M
|
+$284K
|
+13,008
|
+2%
|
|
