|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$166M
|
+$22.6M
|
+1,510,234
|
+13%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$16.7M
|
+$15.5M
|
+1,036,900
|
+355%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$14.8M
|
+$16.2M
|
+1,081,570
|
+1,108%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$10.3M
|
-$227K
|
-15,180
|
-2%
|
|
|
5
|
|
$3.71M
|
+$112K
|
+7,480
|
+3%
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.76M
|
-$828K
|
-55,330
|
-20%
|
|
|
7
|
Parkside Advisors
Berkeley,
California
|
$2.36M
|
+$2.82M
|
+188,418
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
+$1.68M
|
+112,108
|
+162%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.22M
|
–
|
–
|
–
|
|
|
10
|
|
$1.74M
|
-$1.42M
|
-94,862
|
-41%
|
|
|
11
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.57M
|
+$1.88M
|
+125,590
|
New
|
|
|
12
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.42M
|
+$917K
|
+61,298
|
+118%
|
|
|
13
|
Madison Wealth Management
Cincinnati,
Ohio
|
$1.37M
|
+$418K
|
+27,960
|
+34%
|
|
|
14
|
Element Wealth
Ridgeland,
Mississippi
|
$1.04M
|
+$1.24M
|
+82,768
|
New
|
|
|
15
|
NorthRock Partners
Minneapolis,
Minnesota
|
$939K
|
+$1.12M
|
+74,930
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$897K
|
+$741K
|
+49,514
|
+224%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$866K
|
-$598K
|
-39,994
|
-37%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$847K
|
+$598K
|
+39,956
|
+145%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$845K
|
-$2.8M
|
-187,154
|
-74%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$750K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$745K
|
-$3.36M
|
-224,362
|
-79%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$594K
|
+$68.1K
|
+4,550
|
+11%
|
|
|
23
|
Omega Financial Group
Santa Barbara,
California
|
$505K
|
-$278K
|
-18,584
|
-32%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$468K
|
-$47.3K
|
-3,160
|
-8%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$467K
|
+$557K
|
+37,224
|
New
|
|
