|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.56B
|
-$26.3M
|
-498,672
|
-2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$95.8M
|
-$26.1M
|
-494,551
|
-23%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$86.2M
|
-$2.43M
|
-45,990
|
-3%
|
|
|
4
|
Bank of New York Mellon
New York
|
$57.9M
|
-$11M
|
-208,086
|
-17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$45.6M
|
+$2.33M
|
+44,239
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
+$18.7K
|
+355
|
+0.1%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.6M
|
+$4.93M
|
+93,530
|
+22%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$25.4M
|
-$1.15M
|
-21,835
|
-5%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$23.3M
|
+$4.58M
|
+86,900
|
+27%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.5M
|
+$24.2K
|
+459
|
+0.1%
|
|
|
11
|
|
$19.1M
|
+$3.23M
|
+61,293
|
+22%
|
|
|
12
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$19.1M
|
+$315K
|
+5,971
|
+2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$3.17M
|
+60,063
|
+22%
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
$18.3M
|
-$1.47M
|
-27,908
|
-8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$17.9M
|
+$9.96M
|
+188,813
|
+153%
|
|
|
16
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$12.9M
|
+$11.9M
|
+226,166
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$604K
|
-11,453
|
-5%
|
|
|
18
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.1M
|
+$30.2K
|
+573
|
+0.3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$1.47M
|
+27,821
|
+18%
|
|
|
20
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$10.1M
|
+$786K
|
+14,896
|
+9%
|
|
|
21
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$8.79M
|
+$5.29M
|
+100,367
|
+188%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$7.85M
|
+$1.04M
|
+19,762
|
+17%
|
|
|
23
|
Coastline Trust
Providence,
Rhode Island
|
$7.69M
|
+$538K
|
+10,190
|
+8%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.48M
|
+$706K
|
+13,385
|
+11%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.89M
|
+$304K
|
+5,770
|
+5%
|
|
