|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$4.23B
|
+$62.1M
|
+2,759,654
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$454M
|
+$44.4M
|
+1,974,582
|
+11%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$170M
|
+$11.8M
|
+523,944
|
+7%
|
|
|
4
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$137M
|
+$7.65M
|
+340,043
|
+6%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$113M
|
+$46.5M
|
+2,064,451
|
+70%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$95.5M
|
+$851K
|
+37,799
|
+0.9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$76.4M
|
+$8.32M
|
+369,735
|
+12%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$59.4M
|
-$280K
|
-12,455
|
-0.5%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.4M
|
+$2.43M
|
+108,020
|
+5%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$50.6M
|
+$1.35M
|
+60,015
|
+3%
|
|
|
11
|
Compton Financial Group
Towson,
Maryland
|
$47M
|
+$4.06M
|
+180,478
|
+9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
-$3.12M
|
-138,451
|
-6%
|
|
|
13
|
|
$40.1M
|
+$3.78M
|
+168,114
|
+10%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$39M
|
+$1.87M
|
+83,017
|
+5%
|
|
|
15
|
Zurich Insurance Group
Zurich,
Switzerland
|
$33.2M
|
–
|
–
|
–
|
|
|
16
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$31.1M
|
–
|
–
|
–
|
|
|
17
|
|
$25.8M
|
-$1.14M
|
-50,483
|
-4%
|
|
|
18
|
Financial Plan Inc
Bellingham,
Washington
|
$23.3M
|
+$23.4M
|
+1,037,860
|
New
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.1M
|
+$587K
|
+26,099
|
+3%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$21.9M
|
+$297K
|
+13,179
|
+1%
|
|
|
21
|
Financial Life Advisors
San Antonio,
Texas
|
$21.4M
|
+$1.68M
|
+74,504
|
+8%
|
|
|
22
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$20.5M
|
+$1.44M
|
+64,163
|
+8%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$19.1M
|
+$479K
|
+21,274
|
+3%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$17.2M
|
+$8.42M
|
+374,141
|
+95%
|
|
|
25
|
93 Financial Group
Woburn,
Massachusetts
|
$17M
|
+$17M
|
+756,474
|
New
|
|
