|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$4.22B
|
-$10.1M
|
-450,485
|
-0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$525M
|
+$71.8M
|
+3,187,367
|
+16%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$176M
|
+$5.83M
|
+258,778
|
+3%
|
|
|
4
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$144M
|
+$6.92M
|
+307,324
|
+5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$141M
|
+$28.6M
|
+1,271,125
|
+25%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$86.3M
|
-$9.15M
|
-406,525
|
-10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$77.8M
|
+$1.51M
|
+67,032
|
+2%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$59.8M
|
+$494K
|
+21,949
|
+0.8%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54M
|
+$1.76M
|
+78,024
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$48.9M
|
+$3.05M
|
+135,391
|
+7%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$48.5M
|
-$2.01M
|
-89,294
|
-4%
|
|
|
12
|
|
$42.4M
|
+$2.28M
|
+101,323
|
+6%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$40.6M
|
+$1.61M
|
+71,381
|
+4%
|
|
|
14
|
Compton Financial Group
Towson,
Maryland
|
$39.5M
|
-$7.57M
|
-336,169
|
-16%
|
|
|
15
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$34.7M
|
+$33.9M
|
+1,503,617
|
+3,143%
|
|
|
16
|
Zurich Insurance Group
Zurich,
Switzerland
|
$33.2M
|
–
|
–
|
–
|
|
|
17
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$31M
|
–
|
–
|
–
|
|
|
18
|
|
$30.1M
|
+$4.4M
|
+195,299
|
+17%
|
|
|
19
|
Financial Plan Inc
Bellingham,
Washington
|
$28.5M
|
+$5.26M
|
+233,762
|
+23%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.1M
|
+$982K
|
+43,609
|
+4%
|
|
|
21
|
Financial Life Advisors
San Antonio,
Texas
|
$23.3M
|
+$1.99M
|
+88,218
|
+9%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$22.4M
|
+$600K
|
+26,631
|
+3%
|
|
|
23
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$20.5M
|
-$2.05K
|
-91
|
-0%
|
|
|
24
|
L.J. Altfest & Co
New York
|
$19.3M
|
+$216K
|
+9,615
|
+1%
|
|
|
25
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$18.9M
|
+$8.71M
|
+386,993
|
+85%
|
|
