|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.7B
|
+$4.53M
|
+70,274
|
+0.3%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$107M
|
+$6.13M
|
+95,125
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$68M
|
+$2.54M
|
+39,400
|
+4%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$56M
|
+$2.6M
|
+40,327
|
+5%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$55.4M
|
-$18.7M
|
-290,936
|
-25%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$50.9M
|
-$4M
|
-62,000
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$42.8M
|
+$990K
|
+15,361
|
+2%
|
|
|
8
|
Bank of New York Mellon
New York
|
$40.7M
|
-$5.08M
|
-78,893
|
-11%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$34.6M
|
-$751K
|
-11,657
|
-2%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$33.8M
|
+$1.42M
|
+21,996
|
+4%
|
|
|
11
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$30.8M
|
+$2.11M
|
+32,779
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$30.3M
|
-$388K
|
-6,028
|
-1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.1M
|
-$380K
|
-5,901
|
-1%
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
$24M
|
+$901K
|
+13,987
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.8M
|
+$169K
|
+2,617
|
+0.7%
|
|
|
16
|
|
$21.2M
|
+$2.78M
|
+43,108
|
+15%
|
|
|
17
|
Corrigan Financial
Middletown,
Rhode Island
|
$17M
|
+$184K
|
+2,850
|
+1%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$16M
|
+$3.62M
|
+56,158
|
+28%
|
|
|
19
|
Concord Wealth Partners
Abingdon,
Virginia
|
$15.6M
|
-$2.62M
|
-40,644
|
-14%
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$14.5M
|
+$14.9M
|
+230,675
|
New
|
|
|
21
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$12.8M
|
+$13.2M
|
+204,155
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$1.79M
|
+27,827
|
+16%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
-$623K
|
-9,667
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$1.86M
|
+28,838
|
+18%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11.4M
|
+$1.3M
|
+20,100
|
+12%
|
|
