|
1
|
State Street
Boston,
Massachusetts
|
$457M
|
+$28.5M
|
+605,102
|
+7%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$214M
|
+$111M
|
+2,362,974
|
+107%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$117M
|
+$118M
|
+2,504,382
|
+637,247%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$25.5M
|
+542,131
|
+31%
|
|
|
5
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$88.9M
|
-$3.3M
|
-70,000
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$88.4M
|
+$84.1M
|
+1,785,462
|
+1,802%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$69.1M
|
+$27.1M
|
+575,607
|
+64%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.9M
|
+$15.8M
|
+334,563
|
+33%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$41.9M
|
+$24.3M
|
+514,858
|
+136%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$40.3M
|
-$14.3M
|
-303,138
|
-26%
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$39.3M
|
+$8.76M
|
+186,011
|
+29%
|
|
|
12
|
|
$25.4M
|
-$11.1M
|
-234,989
|
-30%
|
|
|
13
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$25.2M
|
+$15.1M
|
+320,699
|
+148%
|
|
|
14
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$22.5M
|
+$22.6M
|
+478,921
|
New
|
|
|
15
|
Astor Investment Management
Chicago,
Illinois
|
$21.3M
|
+$21.4M
|
+455,078
|
New
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$20.8M
|
+$16.2M
|
+343,080
|
+344%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$20M
|
+$8.16M
|
+173,175
|
+69%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$18.1M
|
+$911K
|
+19,327
|
+5%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$16.2M
|
+$14.1M
|
+299,093
|
+654%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$13.7M
|
-$3.47M
|
-73,648
|
-20%
|
|
|
21
|
Wealthsimple US
Brooklyn,
New York
|
$13.5M
|
+$1.65M
|
+35,030
|
+14%
|
|
|
22
|
|
$13M
|
+$2M
|
+42,413
|
+18%
|
|
|
23
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$12.7M
|
+$9.4M
|
+199,556
|
+280%
|
|
|
24
|
|
$12.1M
|
+$1.21M
|
+25,701
|
+11%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$12M
|
+$7.64M
|
+162,095
|
+175%
|
|
