|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.4B
|
-$53.1M
|
-1,294,110
|
-4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$110M
|
-$3.62M
|
-88,363
|
-3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$54.4M
|
+$3.96M
|
+96,481
|
+9%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$40.3M
|
+$37.1M
|
+904,429
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
+$1.97M
|
+48,139
|
+7%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$5.45M
|
+132,831
|
+49%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
+$12.6M
|
+307,514
|
+456%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$1.48M
|
+36,002
|
+11%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$15.6M
|
+$14.4M
|
+350,930
|
New
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15.6M
|
–
|
–
|
–
|
|
|
11
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$14.6M
|
+$233K
|
+5,676
|
+2%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$13.6M
|
+$6.53M
|
+159,205
|
+109%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$173K
|
-4,212
|
-2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$3.75M
|
+91,497
|
+61%
|
|
|
15
|
|
$10.2M
|
+$2.27M
|
+55,451
|
+32%
|
|
|
16
|
Tobias Financial Advisors
Plantation,
Florida
|
$8.9M
|
+$44.5K
|
+1,085
|
+0.5%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.84M
|
+$6.3M
|
+153,676
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.93M
|
+$2.35M
|
+57,243
|
+75%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.2M
|
+$2.89M
|
+70,542
|
+152%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.14M
|
+$92.8K
|
+2,263
|
+2%
|
|
|
21
|
Beaumont Asset Management
Beaumont,
Texas
|
$5.03M
|
+$40.4K
|
+985
|
+0.9%
|
|
|
22
|
REDW Wealth
Albuquerque,
New Mexico
|
$4.87M
|
-$3.97M
|
-96,795
|
-47%
|
|
|
23
|
|
$4.61M
|
+$4.25M
|
+103,617
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.61M
|
+$743K
|
+18,116
|
+21%
|
|
|
25
|
Segment Wealth Management
Houston,
Texas
|
$4.58M
|
+$4.22M
|
+102,904
|
New
|
|
