|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.71B
|
+$52.3M
|
+848,810
|
+3%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$102M
|
+$7.16M
|
+116,273
|
+8%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$74.3M
|
-$1.97M
|
-32,029
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$66.1M
|
+$7.33M
|
+119,004
|
+13%
|
|
|
5
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$55.2M
|
-$9.8M
|
-158,600
|
-15%
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$53.9M
|
+$8.08M
|
+131,164
|
+18%
|
|
|
7
|
Bank of New York Mellon
New York
|
$46M
|
+$1.33M
|
+21,638
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$42.2M
|
-$68.2K
|
-1,108
|
-0.2%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$35.6M
|
+$6.58M
|
+106,911
|
+23%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$32.7M
|
+$31.3M
|
+508,724
|
+6,343%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
+$1.16M
|
+18,825
|
+4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.7M
|
-$1.63M
|
-26,502
|
-5%
|
|
|
13
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$28.9M
|
+$4.06M
|
+66,020
|
+17%
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
$23.3M
|
+$1.61M
|
+26,176
|
+8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.8M
|
+$433K
|
+7,027
|
+2%
|
|
|
16
|
|
$18.6M
|
-$2.67M
|
-43,393
|
-13%
|
|
|
17
|
Concord Wealth Partners
Abingdon,
Virginia
|
$18.3M
|
+$3.98M
|
+64,574
|
+29%
|
|
|
18
|
Corrigan Financial
Middletown,
Rhode Island
|
$16.9M
|
+$1.04M
|
+16,838
|
+7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
-$7.09M
|
-115,094
|
-36%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.7M
|
+$3.48M
|
+56,591
|
+40%
|
|
|
21
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.4M
|
+$280K
|
+4,540
|
+2%
|
|
|
22
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$10.9M
|
-$363K
|
-5,888
|
-3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$139K
|
+2,262
|
+1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$476K
|
+7,735
|
+5%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10.2M
|
+$2.32M
|
+37,727
|
+30%
|
|
