|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$4.17B
|
+$36.9M
|
+1,667,127
|
+0.9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$410M
|
+$43.9M
|
+1,981,971
|
+12%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$159M
|
-$15.9M
|
-718,918
|
-9%
|
|
|
4
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$130M
|
-$10.1M
|
-456,315
|
-7%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$94.7M
|
-$11.2M
|
-505,397
|
-11%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$68.1M
|
+$6.01M
|
+271,777
|
+10%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$66.3M
|
-$64.2M
|
-2,902,415
|
-50%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$59.8M
|
+$9.46M
|
+427,648
|
+19%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50M
|
+$3.75M
|
+169,472
|
+8%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$49.3M
|
+$2.44M
|
+110,048
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$49.1M
|
+$2.54M
|
+114,796
|
+6%
|
|
|
12
|
Compton Financial Group
Towson,
Maryland
|
$43M
|
+$1.22M
|
+55,268
|
+3%
|
|
|
13
|
Strategic Financial Concepts
San Antonio,
Texas
|
$43M
|
+$1.22M
|
+55,268
|
+3%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$37.2M
|
+$2.08M
|
+94,186
|
+6%
|
|
|
15
|
|
$36.4M
|
+$3.86M
|
+174,517
|
+12%
|
|
|
16
|
Zurich Insurance Group
Zurich,
Switzerland
|
$33.2M
|
–
|
–
|
–
|
|
|
17
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$29.2M
|
–
|
–
|
–
|
|
|
18
|
|
$27M
|
-$1.25M
|
-56,351
|
-4%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.6M
|
+$15.4M
|
+695,167
|
+224%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$21.6M
|
+$778K
|
+35,156
|
+4%
|
|
|
21
|
Financial Life Advisors
San Antonio,
Texas
|
$19.7M
|
+$1.17M
|
+52,985
|
+6%
|
|
|
22
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$19.1M
|
-$203K
|
-9,165
|
-1%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$18.7M
|
+$499K
|
+22,568
|
+3%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.4M
|
-$113K
|
-5,094
|
-0.8%
|
|
|
25
|
Signet Financial Management
Parsippany,
New Jersey
|
$13.9M
|
+$1.18M
|
+53,178
|
+9%
|
|
