|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$633M
|
+$71.3M
|
+3,142,004
|
+13%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$230M
|
+$6.4M
|
+282,084
|
+3%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$39.6M
|
+$87.8K
|
+3,870
|
+0.2%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$15.5M
|
-$35.2K
|
-1,550
|
-0.2%
|
|
|
5
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$4.25M
|
+$1.29M
|
+56,800
|
+45%
|
|
|
6
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4M
|
+$3.89M
|
+171,564
|
New
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.8M
|
-$32.9K
|
-1,450
|
-0.9%
|
|
|
8
|
|
$3.7M
|
+$3.6M
|
+158,814
|
New
|
|
|
9
|
Parkside Advisors
Berkeley,
California
|
$3.68M
|
+$2.04K
|
+90
|
+0.1%
|
|
|
10
|
|
$3.61M
|
–
|
–
|
–
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$2.79M
|
-$80.1K
|
-3,532
|
-3%
|
|
|
12
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.69M
|
–
|
–
|
–
|
|
|
13
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.65M
|
+$2.58M
|
+113,704
|
New
|
|
|
14
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.63M
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.6M
|
+$1.99M
|
+87,794
|
+371%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3M
|
+$1.2M
|
+52,780
|
+115%
|
|
|
17
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.96M
|
+$1.91M
|
+84,266
|
New
|
|
|
18
|
Kaizen Financial Strategies
Campbell,
California
|
$1.9M
|
+$230K
|
+10,120
|
+14%
|
|
|
19
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.7M
|
+$10.4K
|
+460
|
+0.6%
|
|
|
20
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.64M
|
-$11.5K
|
-508
|
-0.7%
|
|
|
21
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.61M
|
+$1.57M
|
+69,184
|
New
|
|
|
22
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.59M
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.45M
|
-$1.79M
|
-79,134
|
-56%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.41M
|
–
|
–
|
–
|
|
|
25
|
|
$1.34M
|
+$1.3M
|
+57,504
|
New
|
|
