|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.51B
|
-$59M
|
-1,689,886
|
-4%
|
|
|
2
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$235M
|
+$141M
|
+4,041,006
|
+163%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$211M
|
-$5.32M
|
-152,229
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$174M
|
+$48.4M
|
+1,386,094
|
+40%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$139M
|
-$1.61M
|
-46,174
|
-1%
|
|
|
6
|
Warwick Investment Management
Bryan,
Texas
|
$129M
|
+$171K
|
+4,893
|
+0.1%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$77.3M
|
+$131K
|
+3,746
|
+0.2%
|
|
|
8
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$47.2M
|
-$1.33M
|
-37,990
|
-3%
|
|
|
9
|
Plum Street Advisors
New Orleans,
Louisiana
|
$24.2M
|
-$1.75M
|
-49,984
|
-7%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.7M
|
+$3.36M
|
+96,267
|
+20%
|
|
|
11
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$17.4M
|
+$11.7M
|
+336,347
|
+229%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$16.8M
|
+$588K
|
+16,848
|
+4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$16.2M
|
+$36.1K
|
+1,034
|
+0.2%
|
|
|
14
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$13.6M
|
-$476K
|
-13,634
|
-3%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$9.32M
|
+$9.92K
|
+284
|
+0.1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$8.93M
|
+$45.5K
|
+1,302
|
+0.5%
|
|
|
17
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$6.85M
|
–
|
–
|
–
|
|
|
18
|
|
$6.69M
|
+$2.4M
|
+68,633
|
+59%
|
|
|
19
|
NorthRock Partners
Minneapolis,
Minnesota
|
$6.17M
|
-$147K
|
-4,211
|
-2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$5.73M
|
-$520K
|
-14,898
|
-9%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.63M
|
–
|
–
|
–
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.25M
|
-$263K
|
-7,537
|
-6%
|
|
|
23
|
Principia Wealth Advisory
Dallas,
Texas
|
$4.2M
|
+$3.73M
|
+106,676
|
+1,092%
|
|
|
24
|
Donor Advised Charitable Giving
San Francisco,
California
|
$4.17M
|
-$58.8K
|
-1,684
|
-1%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$3.95M
|
+$105
|
+3
|
+0%
|
|
